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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $254 |
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 | $43,496 | $80,753-46.1% | $136,298-68.1% | $62,293-30.2% |
| Participation rate | 72.3% | 73.5%-1.2pp | 81.9%-9.6pp | 69.5%+2.8pp |
| Annual return | 16.38% | 35.83%-19.5pp | 5156.27%-5139.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,937 | $2,884-32.8% | $4,696-58.8% | $2,042-5.2% |
| Participant deferral / active EE | $3,581 | $5,164-30.7% | $6,247-42.7% | $3,169+13.0% |
| Admin fee / account holder | $9 | $525-98.3% | $9,244-99.9% | $479-98.1% |