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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $35,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,272 | $95,417-33.7% | $135,974-53.5% | $74,460-15.0% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.3pp |
| Annual return | 28.94% | 32.76%-3.8pp | 68.30%-39.4pp | 34.38%-5.4pp |
| Employer contribution / active EE | $5,802 | $3,878+49.6% | $4,859+19.4% | $2,638+119.9% |
| Participant deferral / active EE | $14,456 | $7,789+85.6% | $7,760+86.3% | $4,530+219.1% |
| Admin fee / account holder | $83 | $266-68.6% | $10,767-99.2% | $348-76.0% |