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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $141,064 |
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 | $59,427 | $40,174+47.9% | $84,023-29.3% | $67,582-12.1% |
| Participation rate | 97.2% | 62.7%+34.5pp | 69.0%+28.2pp | 71.3%+25.9pp |
| Annual return | 24.86% | 25.82%-1.0pp | 71.32%-46.5pp | 378.57%-353.7pp |
| Employer contribution / active EE | $2,434 | $808+201.4% | $1,984+22.7% | $2,148+13.3% |
| Participant deferral / active EE | $5,759 | $2,301+150.3% | $3,239+77.8% | $3,539+62.7% |
| Admin fee / account holder | $146 | $128+13.6% | $6,102-97.6% | $142+2.4% |