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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $224,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,004 | $48,669+70.5% | $93,654-11.4% | $199,768-58.4% |
| Participation rate | 97.0% | 63.7%+33.4pp | 68.7%+28.3pp | 72.0%+25.0pp |
| Annual return | 16.18% | 15.38%+0.8pp | 133.34%-117.2pp | 34.26%-18.1pp |
| Employer contribution / active EE | $3,053 | $1,137+168.5% | $2,421+26.1% | $3,037+0.5% |
| Participant deferral / active EE | $7,765 | $2,823+175.1% | $4,413+76.0% | $5,090+52.6% |
| Admin fee / account holder | $160 | $195-18.1% | $8,282-98.1% | $269-40.7% |