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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,150 |
Annual investment return 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 | $29,656 | $45,343-34.6% | $150,298-80.3% | $67,986-56.4% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 10.54% | 33.28%-22.7pp | 62.79%-52.2pp | 31.67%-21.1pp |
| Employer contribution / active EE | $2,284 | $1,462+56.2% | $4,154-45.0% | $2,019+13.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $6 | $2,250-99.7% | $14,116-100.0% | $3,203-99.8% |