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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,223 | $61,272-58.8% | $149,673-83.1% | $71,457-64.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 7.00% | 35.85%-28.9pp | 134.42%-127.4pp | 28.85%-21.8pp |
| Employer contribution / active EE | $2,062 | $2,378-13.3% | $4,818-57.2% | $2,588-20.3% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $3 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |