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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $560 |
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 | $141,437 | $46,732+202.7% | $156,551-9.7% | $55,167+156.4% |
| Participation rate | 82.2% | 65.8%+16.4pp | 84.0%-1.8pp | 69.0%+13.2pp |
| Annual return | 8.23% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $8,050 | $2,105+282.4% | $5,501+46.3% | $1,963+310.2% |
| Participant deferral / active EE | $2,287 | $2,204+3.8% | $4,871-53.1% | $3,054-25.1% |
| Admin fee / account holder | $6 | $418-98.6% | $13,028-100.0% | $504-98.8% |