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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $42,511 |
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 | $90,077 | $47,977+87.8% | $154,108-41.5% | $56,289+60.0% |
| Participation rate | 98.6% | 66.2%+32.5pp | 83.0%+15.6pp | 69.9%+28.8pp |
| Annual return | -4.66% | 3.54%-8.2pp | 735.21%-739.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,854 | $2,169+123.8% | $5,298-8.4% | $2,111+129.9% |
| Participant deferral / active EE | $3,371 | $2,392+41.0% | $5,081-33.6% | $3,350+0.6% |
| Admin fee / account holder | $264 | $438-39.7% | $13,411-98.0% | $521-49.3% |