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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,184 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,381 | $76,696-51.3% | $96,515-61.3% | $71,511-47.7% |
| Participation rate | 97.6% | 66.6%+31.0pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 13.66% | 48.32%-34.7pp | 35.73%-22.1pp | 28.86%-15.2pp |
| Employer contribution / active EE | $2,226 | $3,032-26.6% | $3,740-40.5% | $2,589-14.0% |
| Participant deferral / active EE | $1,907 | $3,770-49.4% | $4,880-60.9% | $4,291-55.5% |
| Admin fee / account holder | $294 | $2,030-85.5% | $6,735-95.6% | $1,588-81.5% |