Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS. Service code 37 · EIN 01-0233346 | Loan Processing | $8,619 |
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 | $56,361 | $65,223-13.6% | $80,022-29.6% | $55,725+1.1% |
| Participation rate | 92.0% | 80.6%+11.4pp | 75.8%+16.2pp | 70.9%+21.1pp |
| Annual return | -5.95% | 7.59%-13.5pp | 11.22%-17.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $5,078 | $2,544+99.6% | $2,468+105.7% | $2,078+144.3% |
| Participant deferral / active EE | $6,284 | $3,881+61.9% | $3,686+70.5% | $3,356+87.3% |
| Admin fee / account holder | $21 | $114-82.0% | $6,521-99.7% | $115-82.2% |