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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,364 | $95,388+2.1% | $125,401-22.4% | $77,906+25.0% |
| Participation rate | 77.6% | 78.6%-1.0pp | 82.4%-4.8pp | 73.7%+3.9pp |
| Annual return | 4.56% | 116.19%-111.6pp | 572.53%-568.0pp | 12.16%-7.6pp |
| Employer contribution / active EE | $6,542 | $3,666+78.4% | $4,816+35.8% | $2,846+129.8% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $119-99.8% | $10,008-100.0% | $133-99.8% |