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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $396 |
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 | $129,313 | $47,977+169.5% | $154,108-16.1% | $56,289+129.7% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.3pp | 69.9%+29.4pp |
| Annual return | -7.40% | 3.54%-10.9pp | 735.21%-742.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $6,297 | $2,169+190.4% | $5,298+18.9% | $2,111+198.3% |
| Participant deferral / active EE | $2,207 | $2,392-7.7% | $5,081-56.6% | $3,350-34.1% |
| Admin fee / account holder | $6 | $438-98.7% | $13,411-100.0% | $521-98.9% |