Filed October 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,374 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE, SUITE 1400 · NORFOLK, VA 23510 | Accounting | $0 |
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 | $56,165 | $98,982-43.3% | $162,177-65.4% | $65,185-13.8% |
| Participation rate | 85.0% | 85.8%-0.8pp | 87.6%-2.6pp | 70.2%+14.8pp |
| Annual return | 22.17% | 24.84%-2.7pp | 115.60%-93.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $4,588 | $3,467+32.3% | $5,613-18.3% | $2,177+110.8% |
| Participant deferral / active EE | $2,673 | $5,384-50.4% | $7,297-63.4% | $3,514-23.9% |
| Admin fee / account holder | $12 | $596-98.0% | $10,843-99.9% | $847-98.6% |