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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $39,362 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,466 | $52,293+291.0% | $178,503+14.5% | $73,412+178.5% |
| Participation rate | 90.2% | 65.3%+24.8pp | 81.9%+8.2pp | 72.2%+18.0pp |
| Annual return | 12.68% | 34.75%-22.1pp | 151.12%-138.4pp | 59.30%-46.6pp |
| Employer contribution / active EE | $7,238 | $1,736+316.9% | $5,011+44.4% | $2,234+224.0% |
| Participant deferral / active EE | $4,446 | $2,333+90.6% | $5,202-14.5% | $3,806+16.8% |
| Admin fee / account holder | $71 | $127-44.0% | $13,987-99.5% | $158-54.8% |