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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 | $107,777 | $85,660+25.8% | $182,262-40.9% | $85,660+25.8% |
| Participation rate | 84.3% | 74.8%+9.4pp | 84.2%0pp | 74.8%+9.4pp |
| Annual return | -0.60% | 19.52%-20.1pp | 140.60%-141.2pp | 19.52%-20.1pp |
| Employer contribution / active EE | $8,790 | $4,199+109.3% | $5,046+74.2% | $4,199+109.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $8,276-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $224-99.9% | $16,712-100.0% | $224-99.9% |