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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $647 |
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 | $67,046 | $71,878-6.7% | $86,698-22.7% | $68,486-2.1% |
| Participation rate | 88.3% | 72.2%+16.0pp | 76.6%+11.7pp | 67.9%+20.4pp |
| Annual return | -15.63% | 3.53%-19.2pp | 35.95%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $895 | $2,173-58.8% | $2,837-68.4% | $2,597-65.5% |
| Participant deferral / active EE | $3,206 | $3,779-15.2% | $4,656-31.1% | $4,028-20.4% |
| Admin fee / account holder | $224 | $6,113-96.3% | $7,493-97.0% | $5,404-95.8% |