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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $618 |
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 | $50,220 | $59,191-15.2% | $76,767-34.6% | $56,289-10.8% |
| Participation rate | 88.7% | 75.2%+13.5pp | 77.0%+11.8pp | 69.9%+18.9pp |
| Annual return | -5.24% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $675 | $1,759-61.6% | $2,485-72.8% | $2,111-68.0% |
| Participant deferral / active EE | $2,239 | $3,255-31.2% | $3,852-41.9% | $3,350-33.2% |
| Admin fee / account holder | $77 | $489-84.2% | $6,675-98.8% | $521-85.2% |