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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
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 | $81,349 | $88,874-8.5% | $123,553-34.2% | $75,289+8.0% |
| Participation rate | 80.1% | 75.9%+4.2pp | 82.3%-2.2pp | 72.4%+7.7pp |
| Annual return | 2.39% | 4.22%-1.8pp | 119.21%-116.8pp | -0.04%+2.4pp |
| Employer contribution / active EE | $3,496 | $3,256+7.4% | $4,628-24.5% | $2,405+45.4% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-99.7% | $9,284-100.0% | $102-99.7% |