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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $869 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,431 | $52,961-61.4% | $172,752-88.2% | $65,185-68.7% |
| Participation rate | 96.2% | 66.2%+30.0pp | 82.6%+13.5pp | 70.2%+26.0pp |
| Annual return | 32.31% | 30.12%+2.2pp | 802.97%-770.7pp | 29.38%+2.9pp |
| Employer contribution / active EE | $4,680 | $2,190+113.7% | $5,144-9.0% | $2,177+115.0% |
| Participant deferral / active EE | $4,858 | $2,471+96.6% | $5,198-6.5% | $3,514+38.3% |
| Admin fee / account holder | $98 | $472-79.2% | $13,955-99.3% | $847-88.4% |