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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $8,980 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,721 | $79,223-28.4% | $102,460-44.6% | $74,478-23.8% |
| Participation rate | 79.2% | 74.8%+4.4pp | 76.5%+2.7pp | 67.2%+11.9pp |
| Annual return | 12.86% | 54.98%-42.1pp | 29.47%-16.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,918 | $2,363-18.8% | $3,025-36.6% | $2,626-27.0% |
| Participant deferral / active EE | $2,980 | $4,417-32.5% | $5,056-41.1% | $4,350-31.5% |
| Admin fee / account holder | $67 | $2,003-96.6% | $9,460-99.3% | $1,946-96.5% |