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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $945 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,774 | $84,482-86.1% | $125,363-90.6% | $66,930-82.4% |
| Participation rate | 80.9% | 76.4%+4.5pp | 82.4%-1.5pp | 69.8%+11.1pp |
| Annual return | -15.86% | -8.49%-7.4pp | 572.15%-588.0pp | 1.57%-17.4pp |
| Employer contribution / active EE | $3,438 | $3,553-3.2% | $4,815-28.6% | $2,545+35.1% |
| Participant deferral / active EE | $4,997 | $6,782-26.3% | $7,447-32.9% | $4,238+17.9% |
| Admin fee / account holder | $144 | $685-78.9% | $10,005-98.6% | $593-75.7% |