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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $454 |
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 | $53,750 | $88,324-39.1% | $115,037-53.3% | $55,191-2.6% |
| Participation rate | 86.5% | 72.5%+13.9pp | 81.4%+5.1pp | 69.2%+17.3pp |
| Annual return | 6.99% | 6.30%+0.7pp | 26.14%-19.2pp | 10.78%-3.8pp |
| Employer contribution / active EE | $3,036 | $2,805+8.3% | $4,608-34.1% | $1,899+59.9% |
| Participant deferral / active EE | $8,090 | $5,042+60.4% | $6,026+34.2% | $3,046+165.6% |
| Admin fee / account holder | $102 | $105-2.8% | $8,175-98.7% | $91+12.9% |