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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $35,133 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,080 | $106,230-35.0% | $147,080-53.0% | $77,736-11.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 19.32% | 56.91%-37.6pp | 420.17%-400.8pp | 31.26%-11.9pp |
| Employer contribution / active EE | $2,621 | $4,072-35.6% | $4,933-46.9% | $2,728-3.9% |
| Participant deferral / active EE | $7,272 | $8,001-9.1% | $8,066-9.9% | $4,651+56.4% |
| Admin fee / account holder | $101 | $338-70.2% | $12,989-99.2% | $433-76.7% |