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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $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 | $25,862 | $55,453-53.4% | $170,435-84.8% | $62,293-58.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.28% | 21.38%-13.1pp | 205.94%-197.7pp | 28.90%-20.6pp |
| Employer contribution / active EE | $1,500 | $2,164-30.7% | $5,432-72.4% | $2,042-26.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $455-99.8% | $13,881-100.0% | $479-99.8% |