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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $54,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,078 | $106,264-20.9% | $147,117-42.8% | $77,762+8.1% |
| Participation rate | 98.6% | 78.4%+20.1pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 19.36% | 56.94%-37.6pp | 420.54%-401.2pp | 31.27%-11.9pp |
| Employer contribution / active EE | $5,773 | $4,074+41.7% | $4,932+17.0% | $2,728+111.6% |
| Participant deferral / active EE | $15,250 | $8,003+90.5% | $8,065+89.1% | $4,651+227.9% |
| Admin fee / account holder | $125 | $334-62.8% | $12,993-99.0% | $433-71.2% |