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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $181,456 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,701 | $50,956+54.5% | $96,572-18.5% | $86,821-9.4% |
| Participation rate | 96.6% | 65.2%+31.3pp | 69.8%+26.7pp | 72.3%+24.3pp |
| Annual return | 17.70% | 21.27%-3.6pp | 37.79%-20.1pp | 97.94%-80.2pp |
| Employer contribution / active EE | $2,755 | $1,111+148.0% | $2,357+16.9% | $2,406+14.5% |
| Participant deferral / active EE | $6,720 | $2,954+127.5% | $3,850+74.6% | $4,132+62.6% |
| Admin fee / account holder | $166 | $166-0.3% | $6,183-97.3% | $170-2.4% |