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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,855 | $77,677-64.1% | $109,188-74.5% | $79,389-64.9% |
| Participation rate | 98.0% | 67.8%+30.2pp | 75.9%+22.1pp | 70.7%+27.3pp |
| Annual return | 14.21% | 23.44%-9.2pp | 25.76%-11.5pp | 116.89%-102.7pp |
| Employer contribution / active EE | $3,201 | $2,798+14.4% | $3,723-14.0% | $2,428+31.8% |
| Participant deferral / active EE | $4,243 | $3,517+20.6% | $4,654-8.8% | $4,046+4.9% |
| Admin fee / account holder | $178 | $732-75.7% | $6,755-97.4% | $626-71.6% |