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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,482 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,969 | $101,591-55.7% | $147,096-69.4% | $74,429-39.6% |
| Participation rate | 90.7% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.5pp |
| Annual return | 10.79% | 8746.45%-8735.7pp | 419.75%-409.0pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $1,209 | $3,813-68.3% | $4,936-75.5% | $2,625-53.9% |
| Participant deferral / active EE | $3,352 | $7,302-54.1% | $8,071-58.5% | $4,348-22.9% |
| Admin fee / account holder | $44 | $1,750-97.5% | $13,005-99.7% | $1,944-97.8% |