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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,750 |
Annual investment return 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 | $84,437 | $96,458-12.5% | $136,298-38.1% | $77,958+8.3% |
| Participation rate | 83.5% | 75.4%+8.1pp | 81.9%+1.6pp | 71.6%+11.8pp |
| Annual return | 1.81% | 23.78%-22.0pp | 5156.27%-5154.5pp | 20.87%-19.1pp |
| Employer contribution / active EE | $3,204 | $3,144+1.9% | $4,696-31.8% | $2,310+38.7% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $80-98.3% | $9,244-100.0% | $97-98.6% |