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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,900 |
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 | $95,668 | $122,128-21.7% | $147,117-35.0% | $200,096-52.2% |
| Participation rate | 92.4% | 78.2%+14.2pp | 82.2%+10.2pp | 72.0%+20.3pp |
| Annual return | 7.60% | 30.58%-23.0pp | 420.54%-412.9pp | 34.26%-26.7pp |
| Employer contribution / active EE | $7,954 | $4,093+94.3% | $4,932+61.2% | $3,038+161.8% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $180-99.8% | $12,993-100.0% | $269-99.8% |