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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $158,456 |
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 | $58,447 | $107,415-45.6% | $135,998-57.0% | $80,187-27.1% |
| Participation rate | 78.0% | 78.0%0pp | 81.9%-3.9pp | 72.9%+5.1pp |
| Annual return | -2.20% | 91.99%-94.2pp | 68.37%-70.6pp | 40.40%-42.6pp |
| Employer contribution / active EE | $3,159 | $3,878-18.5% | $4,860-35.0% | $2,980+6.0% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $14 | $127-88.6% | $10,769-99.9% | $145-90.0% |