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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $175,464 |
Employer contribution per participant 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 | $60,405 | $122,259-50.6% | $147,041-58.9% | $199,874-69.8% |
| Participation rate | 95.1% | 78.3%+16.8pp | 82.2%+12.9pp | 72.0%+23.1pp |
| Annual return | 22.03% | 30.58%-8.5pp | 419.21%-397.2pp | 34.28%-12.3pp |
| Employer contribution / active EE | $884 | $4,097-78.4% | $4,935-82.1% | $3,036-70.9% |
| Participant deferral / active EE | $0 | $8,504-100.0% | $8,071-100.0% | $5,090-100.0% |
| Admin fee / account holder | $17 | $179-90.3% | $13,006-99.9% | $269-93.5% |