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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $80,214 |
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 | $56,127 | $96,458-41.8% | $136,298-58.8% | $77,958-28.0% |
| Participation rate | 83.7% | 75.4%+8.3pp | 81.9%+1.8pp | 71.6%+12.1pp |
| Annual return | 17.45% | 23.78%-6.3pp | 5156.27%-5138.8pp | 20.87%-3.4pp |
| Employer contribution / active EE | $5,949 | $3,144+89.2% | $4,696+26.7% | $2,310+157.5% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $10 | $80-87.7% | $9,244-99.9% | $97-89.9% |