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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 | $95,916 | $107,415-10.7% | $135,974-29.5% | $80,157+19.7% |
| Participation rate | 77.6% | 78.0%-0.4pp | 81.9%-4.3pp | 72.9%+4.7pp |
| Annual return | 0.43% | 91.99%-91.6pp | 68.30%-67.9pp | 40.39%-40.0pp |
| Employer contribution / active EE | $7,389 | $3,878+90.5% | $4,859+52.1% | $2,977+148.2% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,760-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $127-99.8% | $10,767-100.0% | $145-99.8% |