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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $67,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,877 | $161,888-59.3% | $147,318-55.3% | $100,573-34.5% |
| Participation rate | 84.4% | 78.1%+6.2pp | 82.1%+2.3pp | 70.9%+13.4pp |
| Annual return | 10.74% | 22.84%-12.1pp | 70.43%-59.7pp | 18.89%-8.1pp |
| Employer contribution / active EE | $2,200 | $5,949-63.0% | $4,593-52.1% | $3,763-41.5% |
| Participant deferral / active EE | $0 | $9,384-100.0% | $7,906-100.0% | $4,921-100.0% |
| Admin fee / account holder | $13 | $198-93.6% | $13,708-99.9% | $454-97.2% |