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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 80-0709115 | Recordkeeping | $131,476 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,664 | $50,919-51.6% | $155,556-84.1% | $77,762-68.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.24% | 34.84%-19.6pp | 64.84%-49.6pp | 31.27%-16.0pp |
| Employer contribution / active EE | $36 | $1,991-98.2% | $4,675-99.2% | $2,728-98.7% |
| Participant deferral / active EE | $6,285 | $2,824+122.5% | $5,631+11.6% | $4,651+35.1% |
| Admin fee / account holder | $161 | $437-63.1% | $15,885-99.0% | $433-62.7% |