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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $176,037 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,543 | $44,626+62.6% | $86,235-15.9% | $80,169-9.5% |
| Participation rate | 96.9% | 63.5%+33.3pp | 69.0%+27.9pp | 72.9%+23.9pp |
| Annual return | 21.30% | 19.61%+1.7pp | 1170.03%-1148.7pp | 40.39%-19.1pp |
| Employer contribution / active EE | $2,825 | $1,099+157.0% | $2,381+18.6% | $2,978-5.2% |
| Participant deferral / active EE | $7,239 | $2,769+161.5% | $3,987+81.6% | $5,016+44.3% |
| Admin fee / account holder | $133 | $1330% | $6,856-98.1% | $145-8.1% |