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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,611 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,465 | $99,957-51.5% | $149,745-67.6% | $73,497-34.1% |
| Participation rate | 88.9% | 75.7%+13.2pp | 82.5%+6.4pp | 70.7%+18.2pp |
| Annual return | 22.72% | 53.87%-31.1pp | 276.72%-254.0pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,019 | $3,191-68.1% | $4,646-78.1% | $2,270-55.1% |
| Participant deferral / active EE | $2,686 | $6,073-55.8% | $6,843-60.7% | $3,740-28.2% |
| Admin fee / account holder | $42 | $551-92.4% | $9,312-99.6% | $513-91.9% |