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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $629 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,702 | $98,776-47.7% | $149,745-65.5% | $79,856-35.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | 19.80% | 27.38%-7.6pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $754 | $3,217-76.6% | $4,646-83.8% | $2,471-69.5% |
| Participant deferral / active EE | $6,318 | $5,681+11.2% | $6,843-7.7% | $3,741+68.9% |
| Admin fee / account holder | $22 | $6,053-99.6% | $9,312-99.8% | $5,306-99.6% |