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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $43,140 |
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 | $100,283 | $52,961+89.4% | $172,752-41.9% | $65,185+53.8% |
| Participation rate | 93.5% | 66.2%+27.3pp | 82.6%+10.8pp | 70.2%+23.3pp |
| Annual return | 20.80% | 30.12%-9.3pp | 802.97%-782.2pp | 29.38%-8.6pp |
| Employer contribution / active EE | $4,022 | $2,190+83.6% | $5,144-21.8% | $2,177+84.8% |
| Participant deferral / active EE | $3,099 | $2,471+25.4% | $5,198-40.4% | $3,514-11.8% |
| Admin fee / account holder | $233 | $472-50.6% | $13,955-98.3% | $847-72.5% |