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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $77,748 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,407 | $88,874-33.2% | $123,553-51.9% | $75,289-21.1% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.3%-1.9pp | 72.4%+8.0pp |
| Annual return | 12.07% | 4.22%+7.8pp | 119.21%-107.1pp | -0.04%+12.1pp |
| Employer contribution / active EE | $3,584 | $3,256+10.1% | $4,628-22.6% | $2,405+49.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $8 | $95-91.7% | $9,284-99.9% | $102-92.3% |