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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 | $122,219-21.7% | $147,096-35.0% | $199,921-52.1% |
| Participation rate | 92.4% | 78.3%+14.1pp | 82.2%+10.2pp | 72.0%+20.3pp |
| Annual return | 7.60% | 30.59%-23.0pp | 419.75%-412.2pp | 34.28%-26.7pp |
| Employer contribution / active EE | $7,954 | $4,096+94.2% | $4,936+61.1% | $3,035+162.0% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $179-99.8% | $13,005-100.0% | $269-99.8% |