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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,504 | $85,766+6.7% | $136,294-32.9% | $70,131+30.5% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 22.28% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,684 | $5,051+111.5% | $6,247+71.0% | $3,332+220.7% |
| Admin fee / account holder | $1 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |