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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $74,695 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,695 | $43,236+10.3% | $82,768-42.4% | $77,906-38.8% |
| Participation rate | 96.4% | 64.2%+32.2pp | 72.6%+23.8pp | 73.7%+22.7pp |
| Annual return | -14.50% | 2.40%-16.9pp | 702.70%-717.2pp | 12.16%-26.7pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $5,198 | $3,069+69.3% | $4,395+18.3% | $4,805+8.2% |
| Admin fee / account holder | $21 | $102-79.3% | $5,326-99.6% | $133-84.0% |