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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $496 |
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 | $171,658 | $55,453+209.6% | $170,435+0.7% | $62,293+175.6% |
| Participation rate | 78.0% | 66.4%+11.6pp | 83.6%-5.6pp | 69.5%+8.5pp |
| Annual return | 17.92% | 21.38%-3.5pp | 205.94%-188.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $6,654 | $2,164+207.6% | $5,432+22.5% | $2,042+225.8% |
| Participant deferral / active EE | $2,199 | $2,303-4.5% | $4,939-55.5% | $3,169-30.6% |
| Admin fee / account holder | $9 | $455-98.1% | $13,881-99.9% | $479-98.2% |