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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $464 |
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 | $21,695 | $57,103-62.0% | $87,502-75.2% | $57,658-62.4% |
| Participation rate | 80.9% | 64.3%+16.6pp | 73.8%+7.1pp | 70.2%+10.7pp |
| Annual return | 9.37% | 12.71%-3.3pp | 12.21%-2.8pp | 5.13%+4.2pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,738 | $2,250+21.7% | $3,149-13.1% | $3,061-10.6% |
| Admin fee / account holder | $20 | $281-92.8% | $4,221-99.5% | $95-78.5% |