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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $59,059 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,551 | $47,163+109.0% | $149,696-34.2% | $74,460+32.4% |
| Participation rate | 95.7% | 63.4%+32.3pp | 78.8%+16.9pp | 70.7%+25.0pp |
| Annual return | 15.55% | 22.75%-7.2pp | 134.46%-118.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $4,266 | $1,907+123.7% | $4,821-11.5% | $2,638+61.7% |
| Participant deferral / active EE | $3,020 | $2,730+10.6% | $5,682-46.9% | $4,530-33.3% |
| Admin fee / account holder | $226 | $343-34.2% | $13,212-98.3% | $348-35.1% |