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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $912 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,187 | $39,245-25.6% | $64,105-54.5% | $52,331-44.2% |
| Participation rate | 73.0% | 58.2%+14.7pp | 68.2%+4.8pp | 68.1%+4.8pp |
| Annual return | -3.18% | 14.79%-18.0pp | 791.24%-794.4pp | 4.54%-7.7pp |
| Employer contribution / active EE | $2,292 | $736+211.3% | $1,820+25.9% | $1,882+21.8% |
| Participant deferral / active EE | $2,503 | $1,992+25.7% | $2,822-11.3% | $3,022-17.2% |
| Admin fee / account holder | $61 | $592-89.7% | $4,499-98.6% | $592-89.7% |