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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,086 | $66,813-90.9% | $100,528-93.9% | $73,493-91.7% |
| Participation rate | 77.5% | 77.5%+0.1pp | 79.4%-1.9pp | 70.7%+6.8pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.90%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,517 | $5,883-40.2% | $6,271-43.9% | $3,740-6.0% |
| Admin fee / account holder | $21 | $512-95.8% | $8,084-99.7% | $513-95.8% |