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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $670 |
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 | $72,992 | $104,607-30.2% | $96,544-24.4% | - |
| Participation rate | 87.9% | 76.2%+11.7pp | 76.0%+11.9pp | - |
| Annual return | 12.64% | 9.56%+3.1pp | 25.84%-13.2pp | - |
| Employer contribution / active EE | $872 | $2,147-59.4% | $2,965-70.6% | - |
| Participant deferral / active EE | $3,168 | $4,312-26.5% | $4,851-34.7% | - |
| Admin fee / account holder | $216 | $45,340-99.5% | $8,252-97.4% | - |