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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $166 |
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 | $34,408 | $39,458-12.8% | $60,547-43.2% | $55,191-37.7% |
| Participation rate | 85.4% | 59.6%+25.8pp | 68.0%+17.4pp | 69.2%+16.2pp |
| Annual return | 6.07% | 3.35%+2.7pp | 335.64%-329.6pp | 10.78%-4.7pp |
| Employer contribution / active EE | $1,861 | $1,210+53.8% | $2,419-23.1% | $1,899-2.0% |
| Participant deferral / active EE | $5,886 | $2,140+175.0% | $3,328+76.9% | $3,046+93.2% |
| Admin fee / account holder | $92 | $95-3.6% | $4,536-98.0% | $91+1.0% |