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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,649 | $196,842-78.8% | $81,726-49.0% | - |
| Participation rate | 70.7% | 71.6%-0.9pp | 72.0%-1.3pp | - |
| Annual return | 18.19% | 11.43%+6.8pp | 29.49%-11.3pp | - |
| Employer contribution / active EE | $2,554 | $2,386+7.0% | $4,311-40.8% | - |
| Participant deferral / active EE | $3,545 | $3,828-7.4% | $7,108-50.1% | - |
| Admin fee / account holder | $30 | $15,940-99.8% | $5,160-99.4% | - |