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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $34,547 |
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 | $48,313 | $44,059+9.7% | $71,671-32.6% | $69,631-30.6% |
| Participation rate | 86.4% | 60.8%+25.6pp | 68.7%+17.7pp | 70.7%+15.7pp |
| Annual return | 21.30% | 21.97%-0.7pp | 20.65%+0.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,170 | $1,305+66.3% | $2,460-11.8% | $2,032+6.8% |
| Participant deferral / active EE | $6,292 | $2,370+165.5% | $3,438+83.0% | $3,224+95.2% |
| Admin fee / account holder | $99 | $108-8.3% | $5,558-98.2% | $110-10.6% |