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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,895 | $106,520-35.3% | $98,508-30.1% | $106,520-35.3% |
| Participation rate | 10.0% | 71.3%-61.3pp | 73.3%-63.4pp | 71.3%-61.3pp |
| Annual return | 13.48% | 19.28%-5.8pp | 1495.22%-1481.7pp | 19.28%-5.8pp |
| Employer contribution / active EE | $610 | $2,840-78.5% | $2,961-79.4% | $2,840-78.5% |
| Participant deferral / active EE | $0 | $4,948-100.0% | $4,276-100.0% | $4,948-100.0% |
| Admin fee / account holder | $2 | $75-97.1% | $5,956-100.0% | $75-97.1% |