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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $27,145 |
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 | $40,965 | $39,819+2.9% | $67,834-39.6% | $57,658-29.0% |
| Participation rate | 85.6% | 61.2%+24.4pp | 68.8%+16.8pp | 70.2%+15.4pp |
| Annual return | 19.51% | 9.19%+10.3pp | 138.47%-119.0pp | 5.13%+14.4pp |
| Employer contribution / active EE | $1,920 | $1,277+50.3% | $2,403-20.1% | $1,974-2.7% |
| Participant deferral / active EE | $5,927 | $2,209+168.3% | $3,160+87.6% | $3,061+93.7% |
| Admin fee / account holder | $87 | $84+4.4% | $4,622-98.1% | $95-7.7% |