| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $77,808 | $46,732+66.5% | $156,551-50.3% | $55,167+41.0% |
| Participation rate | 96.5% | 65.8%+30.7pp | 84.0%+12.5pp | 69.0%+27.5pp |
| Annual return | 7.97% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $9,606 | $2,105+356.3% | $5,501+74.6% | $1,963+389.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $418-99.1% | $13,028-100.0% | $504-99.3% |