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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $930 |
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 | $56,389 | $59,535-5.3% | $90,161-37.5% | $62,293-9.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.41% | 23.53%+1.9pp | 34.89%-9.5pp | 28.90%-3.5pp |
| Employer contribution / active EE | $5,765 | $1,826+215.8% | $3,318+73.7% | $2,042+182.3% |
| Participant deferral / active EE | $7,842 | $4,639+69.1% | $5,287+48.3% | $3,169+147.4% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |