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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $39,538 |
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 | $41,280 | $41,256+0.1% | $86,593-52.3% | $77,958-47.0% |
| Participation rate | 94.7% | 63.0%+31.7pp | 73.5%+21.1pp | 71.6%+23.0pp |
| Annual return | 14.02% | 17.67%-3.7pp | 965.08%-951.1pp | 20.87%-6.9pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,840-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,854 | $2,332+65.2% | $3,609+6.8% | $3,537+9.0% |
| Admin fee / account holder | $15 | $71-79.4% | $4,904-99.7% | $97-85.1% |