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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $297 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,859 | $64,909-12.4% | $82,312-30.9% | $62,293-8.7% |
| Participation rate | 89.8% | 74.9%+15.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 12.93% | 21.18%-8.3pp | 25.88%-12.9pp | 28.90%-16.0pp |
| Employer contribution / active EE | $705 | $1,676-57.9% | $2,428-71.0% | $2,042-65.5% |
| Participant deferral / active EE | $2,304 | $3,103-25.8% | $3,706-37.8% | $3,169-27.3% |
| Admin fee / account holder | $80 | $440-81.8% | $5,608-98.6% | $479-83.3% |