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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $4,930 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,075 |
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 | $109,324 | $80,753+35.4% | $136,298-19.8% | $62,293+75.5% |
| Participation rate | 97.8% | 73.5%+24.2pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 14.00% | 35.83%-21.8pp | 5156.27%-5142.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $5,322 | $2,884+84.5% | $4,696+13.3% | $2,042+160.6% |
| Participant deferral / active EE | $4,442 | $5,164-14.0% | $6,247-28.9% | $3,169+40.2% |
| Admin fee / account holder | $26 | $525-95.1% | $9,244-99.7% | $479-94.7% |