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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 | $2 |
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 | $101,518 | $51,620+96.7% | $90,324+12.4% | $65,186+55.7% |
| Participation rate | 87.8% | 68.6%+19.1pp | 73.3%+14.5pp | 70.2%+17.6pp |
| Annual return | 19.88% | 24.94%-5.1pp | 78.15%-58.3pp | 29.39%-9.5pp |
| Employer contribution / active EE | $1,216 | $2,235-45.6% | $2,856-57.4% | $2,177-44.1% |
| Participant deferral / active EE | $3,874 | $2,871+35.0% | $3,885-0.3% | $3,514+10.2% |
| Admin fee / account holder | $98 | $384-74.4% | $5,356-98.2% | $847-88.4% |