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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
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 | $107,777 | $191,016-43.6% | $152,301-29.2% | $89,670+20.2% |
| Participation rate | 84.3% | 77.3%+6.9pp | 82.4%+1.8pp | 71.2%+13.1pp |
| Annual return | -0.60% | 16.37%-17.0pp | 80.50%-81.1pp | 19.66%-20.3pp |
| Employer contribution / active EE | $8,790 | $7,400+18.8% | $4,624+90.1% | $4,041+117.5% |
| Participant deferral / active EE | $0 | $9,699-100.0% | $8,004-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $215-99.9% | $14,398-100.0% | $352-99.9% |