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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
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 | $25,223 | $61,356-58.9% | $149,696-83.2% | $71,511-64.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 7.00% | 35.86%-28.9pp | 134.46%-127.5pp | 28.86%-21.9pp |
| Employer contribution / active EE | $2,062 | $2,382-13.4% | $4,821-57.2% | $2,589-20.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3 | $1,263-99.7% | $13,212-100.0% | $1,588-99.8% |