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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,439 | $58,726+16.5% | $92,240-25.8% | $62,293+9.9% |
| Participation rate | 72.1% | 68.3%+3.8pp | 76.5%-4.4pp | 69.5%+2.6pp |
| Annual return | 17.82% | 43.62%-25.8pp | 176.29%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,068 | $2,392-13.5% | $3,680-43.8% | $2,042+1.3% |
| Participant deferral / active EE | $4,468 | $2,766+61.6% | $3,897+14.7% | $3,169+41.0% |
| Admin fee / account holder | $88 | $556-84.1% | $5,194-98.3% | $479-81.6% |