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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $31,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,644 | $78,636+1.3% | $105,607-24.6% | $74,459+7.0% |
| Participation rate | 98.0% | 72.8%+25.2pp | 75.3%+22.7pp | 67.2%+30.7pp |
| Annual return | 11.74% | 15.96%-4.2pp | 116.11%-104.4pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $4,529 | $2,523+79.5% | $3,167+43.0% | $2,626+72.5% |
| Participant deferral / active EE | $8,185 | $4,322+89.4% | $5,011+63.3% | $4,350+88.2% |
| Admin fee / account holder | $182 | $2,220-91.8% | $10,958-98.3% | $1,945-90.6% |