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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,577 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,965 | $47,180+294.2% | $149,723+24.2% | $74,473+149.7% |
| Participation rate | 86.9% | 63.4%+23.5pp | 78.8%+8.2pp | 70.7%+16.2pp |
| Annual return | 14.99% | 22.75%-7.8pp | 134.50%-119.5pp | 34.36%-19.4pp |
| Employer contribution / active EE | $8,729 | $1,907+357.7% | $4,821+81.1% | $2,638+230.9% |
| Participant deferral / active EE | $5,057 | $2,730+85.2% | $5,682-11.0% | $4,530+11.6% |
| Admin fee / account holder | $34 | $343-90.0% | $13,215-99.7% | $347-90.1% |