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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $384 |
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 | $167,582 | $58,895+184.5% | $178,503-6.1% | $73,497+128.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.99% | 24.86%-4.9pp | 151.12%-131.1pp | 28.51%-8.5pp |
| Employer contribution / active EE | $7,681 | $2,236+243.5% | $5,011+53.3% | $2,270+238.3% |
| Participant deferral / active EE | $3,219 | $2,567+25.4% | $5,202-38.1% | $3,740-13.9% |
| Admin fee / account holder | $4 | $400-99.1% | $13,987-100.0% | $513-99.3% |