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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,967 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,823 | $84,493-47.0% | $125,381-64.3% | $66,938-33.0% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -15.39% | -8.49%-6.9pp | 572.31%-587.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,213 | $3,554-65.9% | $4,815-74.8% | $2,545-52.3% |
| Participant deferral / active EE | $3,583 | $6,783-47.2% | $7,448-51.9% | $4,238-15.5% |
| Admin fee / account holder | $49 | $685-92.9% | $10,007-99.5% | $594-91.8% |