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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-2333346 | Recordkeeping | $0 |
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 | $31,323 | $60,165-47.9% | $74,184-57.8% | $55,167-43.2% |
| Participation rate | 90.7% | 74.2%+16.6pp | 76.6%+14.1pp | 69.0%+21.7pp |
| Annual return | 7.94% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,693 | $1,600+5.8% | $2,370-28.6% | $1,963-13.8% |
| Participant deferral / active EE | $2,585 | $2,973-13.0% | $3,550-27.2% | $3,054-15.4% |
| Admin fee / account holder | $164 | $419-60.8% | $5,586-97.1% | $504-67.4% |