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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $33,171 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,122 | $136,266-65.4% | $90,760-48.1% | $77,906-39.5% |
| Participation rate | 80.7% | 86.6%-5.9pp | 75.7%+5.0pp | 73.7%+7.0pp |
| Annual return | -14.65% | -11.32%-3.3pp | -12.16%-2.5pp | 12.16%-26.8pp |
| Employer contribution / active EE | $2,142 | $4,215-49.2% | $2,922-26.7% | $2,846-24.7% |
| Participant deferral / active EE | $4,030 | $6,353-36.6% | $4,565-11.7% | $4,805-16.1% |
| Admin fee / account holder | $21 | $399-94.7% | $8,444-99.7% | $133-84.0% |