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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $68,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,364 | $50,919+91.2% | $155,556-37.4% | $77,762+25.2% |
| Participation rate | 83.2% | 63.1%+20.1pp | 78.2%+5.0pp | 70.6%+12.6pp |
| Annual return | 11.99% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.3pp |
| Employer contribution / active EE | $1,712 | $1,991-14.0% | $4,675-63.4% | $2,728-37.2% |
| Participant deferral / active EE | $2,825 | $2,8240% | $5,631-49.8% | $4,651-39.3% |
| Admin fee / account holder | $231 | $437-47.1% | $15,885-98.5% | $433-46.7% |