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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,933 |
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 | $45,168 | $91,439-50.6% | $135,974-66.8% | $71,511-36.8% |
| Participation rate | 93.3% | 75.7%+17.7pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 12.95% | 29.90%-16.9pp | 68.30%-55.4pp | 28.86%-15.9pp |
| Employer contribution / active EE | $1,202 | $3,705-67.6% | $4,859-75.3% | $2,589-53.6% |
| Participant deferral / active EE | $3,316 | $7,093-53.3% | $7,760-57.3% | $4,291-22.7% |
| Admin fee / account holder | $37 | $1,267-97.1% | $10,767-99.7% | $1,588-97.7% |