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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,150 |
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 | $46,688-36.5% | $189,758-84.4% | $69,733-57.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 10.54% | 14.35%-3.8pp | 52.62%-42.1pp | 15.22%-4.7pp |
| Employer contribution / active EE | $2,284 | $1,695+34.7% | $4,767-52.1% | $2,250+1.5% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $6 | $1,700-99.6% | $20,388-100.0% | $3,102-99.8% |