| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,933 | $46,360+53.0% | $147,618-51.9% | $52,331+35.5% |
| Participation rate | 97.2% | 64.9%+32.3pp | 84.6%+12.6pp | 68.1%+29.1pp |
| Annual return | -2.91% | 1.62%-4.5pp | 61.98%-64.9pp | 4.54%-7.4pp |
| Employer contribution / active EE | $9,373 | $2,126+340.8% | $5,564+68.4% | $1,882+398.1% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $6 | $766-99.2% | $11,612-99.9% | $592-99.0% |