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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,235 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,706 | $46,332+281.4% | $143,797+22.9% | $64,824+172.6% |
| Participation rate | 84.2% | 64.2%+19.9pp | 80.3%+3.9pp | 71.5%+12.7pp |
| Annual return | -13.96% | -10.05%-3.9pp | -0.04%-13.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $7,603 | $1,911+297.8% | $4,952+53.5% | $2,507+203.2% |
| Participant deferral / active EE | $4,646 | $2,647+75.5% | $5,638-17.6% | $4,311+7.8% |
| Admin fee / account holder | $36 | $154-76.6% | $14,679-99.8% | $188-80.8% |