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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $248 |
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 | $184,214 | $46,732+294.2% | $156,551+17.7% | $55,167+233.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.30% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $13,978 | $2,105+564.0% | $5,501+154.1% | $1,963+612.2% |
| Participant deferral / active EE | $5,965 | $2,204+170.6% | $4,871+22.5% | $3,054+95.3% |
| Admin fee / account holder | $11 | $418-97.4% | $13,028-99.9% | $504-97.8% |