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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $479 |
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 | $25,576 | $58,888-56.6% | $178,499-85.7% | $73,493-65.2% |
| Participation rate | 96.4% | 66.2%+30.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 21.45% | 24.86%-3.4pp | 151.10%-129.7pp | 28.51%-7.1pp |
| Employer contribution / active EE | $2,115 | $2,236-5.4% | $5,011-57.8% | $2,270-6.8% |
| Participant deferral / active EE | $4,556 | $2,568+77.4% | $5,202-12.4% | $3,740+21.8% |
| Admin fee / account holder | $107 | $400-73.2% | $13,986-99.2% | $513-79.1% |