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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $49,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,186 | $58,895+75.2% | $178,503-42.2% | $73,497+40.4% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.6pp | 70.7%+18.8pp |
| Annual return | 16.62% | 24.86%-8.2pp | 151.12%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,002 | $2,236+34.3% | $5,011-40.1% | $2,270+32.2% |
| Participant deferral / active EE | $2,945 | $2,567+14.7% | $5,202-43.4% | $3,740-21.2% |
| Admin fee / account holder | $229 | $400-42.9% | $13,987-98.4% | $513-55.4% |