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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $687 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,716 | $104,479-36.1% | $159,474-58.2% | $79,391-16.0% |
| Participation rate | 70.0% | 76.6%-6.6pp | 82.8%-12.8pp | 70.7%-0.7pp |
| Annual return | 15.84% | 67.98%-52.1pp | 263.68%-247.8pp | 116.88%-101.0pp |
| Employer contribution / active EE | $2,057 | $3,417-39.8% | $4,831-57.4% | $2,428-15.3% |
| Participant deferral / active EE | $3,987 | $6,468-38.4% | $7,353-45.8% | $4,046-1.5% |
| Admin fee / account holder | $277 | $711-61.1% | $10,802-97.4% | $627-55.8% |