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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 | $106,164-20.8% | $147,041-42.8% | $77,692+8.2% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 19.36% | 56.81%-37.5pp | 419.21%-399.9pp | 31.25%-11.9pp |
| Employer contribution / active EE | $5,773 | $4,066+42.0% | $4,935+17.0% | $2,726+111.8% |
| Participant deferral / active EE | $15,250 | $7,993+90.8% | $8,071+88.9% | $4,648+228.1% |
| Admin fee / account holder | $125 | $338-63.2% | $13,006-99.0% | $431-71.1% |