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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $308 |
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 | $35,450 | $70,002-49.4% | $115,038-69.2% | $52,331-32.3% |
| Participation rate | 73.6% | 72.1%+1.5pp | 81.4%-7.7pp | 68.1%+5.5pp |
| Annual return | -1.06% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,722 | $2,715-36.6% | $4,608-62.6% | $1,882-8.5% |
| Participant deferral / active EE | $3,492 | $4,920-29.0% | $6,026-42.1% | $3,022+15.5% |
| Admin fee / account holder | $11 | $566-98.1% | $8,175-99.9% | $592-98.2% |