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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $6,035 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $738 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,905 | $75,183+31.6% | $123,894-20.2% | $55,167+79.3% |
| Participation rate | 97.4% | 72.8%+24.6pp | 81.4%+16.0pp | 69.0%+28.4pp |
| Annual return | 6.15% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $5,258 | $2,823+86.2% | $4,617+13.9% | $1,963+167.9% |
| Participant deferral / active EE | $4,525 | $5,084-11.0% | $5,984-24.4% | $3,054+48.2% |
| Admin fee / account holder | $22 | $663-96.7% | $8,357-99.7% | $504-95.7% |