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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $378 |
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 | $142,868 | $52,961+169.8% | $172,752-17.3% | $65,185+119.2% |
| Participation rate | 99.4% | 66.2%+33.1pp | 82.6%+16.7pp | 70.2%+29.1pp |
| Annual return | 22.79% | 30.12%-7.3pp | 802.97%-780.2pp | 29.38%-6.6pp |
| Employer contribution / active EE | $5,945 | $2,190+171.4% | $5,144+15.6% | $2,177+173.1% |
| Participant deferral / active EE | $2,460 | $2,471-0.4% | $5,198-52.7% | $3,514-30.0% |
| Admin fee / account holder | $5 | $472-99.0% | $13,955-100.0% | $847-99.4% |