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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 | $106,247-20.9% | $147,096-42.8% | $77,714+8.2% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 19.36% | 56.87%-37.5pp | 419.75%-400.4pp | 31.26%-11.9pp |
| Employer contribution / active EE | $5,773 | $4,069+41.9% | $4,936+17.0% | $2,727+111.7% |
| Participant deferral / active EE | $15,250 | $7,996+90.7% | $8,071+88.9% | $4,649+228.0% |
| Admin fee / account holder | $125 | $338-63.2% | $13,005-99.0% | $433-71.3% |