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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,221 | $59,584-10.7% | $86,868-38.7% | $79,393-33.0% |
| Participation rate | 64.4% | 67.7%-3.2pp | 71.6%-7.2pp | 70.7%-6.3pp |
| Annual return | 12.45% | 23.15%-10.7pp | 63.53%-51.1pp | 116.87%-104.4pp |
| Employer contribution / active EE | $2,553 | $1,768+44.4% | $2,496+2.3% | $2,428+5.1% |
| Participant deferral / active EE | $3,618 | $3,036+19.2% | $3,699-2.2% | $4,046-10.6% |
| Admin fee / account holder | $50 | $604-91.7% | $5,829-99.1% | $627-92.0% |