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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $610 |
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 | $145,686 | $46,360+214.2% | $147,617-1.3% | $52,331+178.4% |
| Participation rate | 73.7% | 64.9%+8.8pp | 84.6%-10.9pp | 68.1%+5.6pp |
| Annual return | -1.20% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $6,836 | $2,126+221.5% | $5,564+22.9% | $1,882+263.3% |
| Participant deferral / active EE | $2,298 | $2,258+1.8% | $4,895-53.1% | $3,022-24.0% |
| Admin fee / account holder | $8 | $766-99.0% | $11,612-99.9% | $592-98.7% |