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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,775 | $50,637+97.0% | $86,582+15.2% | $62,293+60.2% |
| Participation rate | 88.2% | 67.9%+20.3pp | 73.5%+14.6pp | 69.5%+18.7pp |
| Annual return | 20.39% | 20.80%-0.4pp | 965.08%-944.7pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,106 | $2,075-46.7% | $2,839-61.0% | $2,042-45.8% |
| Participant deferral / active EE | $3,630 | $2,611+39.0% | $3,609+0.6% | $3,169+14.5% |
| Admin fee / account holder | $148 | $413-64.2% | $4,904-97.0% | $479-69.2% |