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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,754 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,526 | $95,417-48.1% | $135,974-63.6% | $74,460-33.5% |
| Participation rate | 70.9% | 78.2%-7.3pp | 81.9%-11.0pp | 70.7%+0.2pp |
| Annual return | 24.04% | 32.76%-8.7pp | 68.30%-44.3pp | 34.38%-10.3pp |
| Employer contribution / active EE | $2,038 | $3,878-47.4% | $4,859-58.1% | $2,638-22.7% |
| Participant deferral / active EE | $4,307 | $7,789-44.7% | $7,760-44.5% | $4,530-4.9% |
| Admin fee / account holder | $193 | $266-27.4% | $10,767-98.2% | $348-44.4% |