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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $852 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,473 | $58,879-65.2% | $178,490-88.5% | $73,488-72.1% |
| Participation rate | 78.6% | 66.2%+12.4pp | 81.9%-3.3pp | 70.7%+8.0pp |
| Annual return | 4.81% | 24.86%-20.0pp | 151.07%-146.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $1,831 | $2,236-18.1% | $5,011-63.5% | $2,270-19.3% |
| Participant deferral / active EE | $1,413 | $2,567-45.0% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $130 | $400-67.6% | $13,984-99.1% | $513-74.7% |