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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $31,899 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,579 | $45,343+79.9% | $150,298-45.7% | $67,986+20.0% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 22.13% | 33.28%-11.1pp | 62.79%-40.7pp | 31.67%-9.5pp |
| Employer contribution / active EE | $8,542 | $1,462+484.3% | $4,154+105.6% | $2,019+323.1% |
| Participant deferral / active EE | $4,848 | $2,055+135.9% | $5,453-11.1% | $3,358+44.4% |
| Admin fee / account holder | $223 | $2,250-90.1% | $14,116-98.4% | $3,203-93.0% |