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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 | $161,888-33.4% | $147,318-26.8% | $100,573+7.2% |
| Participation rate | 84.3% | 78.1%+6.1pp | 82.1%+2.2pp | 70.9%+13.3pp |
| Annual return | -0.60% | 22.84%-23.4pp | 70.43%-71.0pp | 18.89%-19.5pp |
| Employer contribution / active EE | $8,790 | $5,949+47.8% | $4,593+91.4% | $3,763+133.6% |
| Participant deferral / active EE | $0 | $9,384-100.0% | $7,906-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $198-99.9% | $13,708-100.0% | $454-100.0% |