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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 | $101,591+53.3% | $147,096+5.9% | $74,429+109.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.67% | 8746.45%-8731.8pp | 419.75%-405.1pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $10,452 | $3,813+174.1% | $4,936+111.7% | $2,625+298.2% |
| Participant deferral / active EE | $13,814 | $7,302+89.2% | $8,071+71.2% | $4,348+217.7% |
| Admin fee / account holder | $246 | $1,750-85.9% | $13,005-98.1% | $1,944-87.3% |