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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $46,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,763 | $101,653+53.2% | $147,080+5.9% | $74,459+109.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.67% | 8754.98%-8740.3pp | 420.17%-405.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $10,452 | $3,813+174.1% | $4,933+111.9% | $2,626+298.0% |
| Participant deferral / active EE | $13,814 | $7,304+89.1% | $8,066+71.3% | $4,350+217.6% |
| Admin fee / account holder | $246 | $1,752-85.9% | $12,989-98.1% | $1,945-87.3% |