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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 | $0 |
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 | $110,375 | $66,124+66.9% | $90,461+22.0% | $73,497+50.2% |
| Participation rate | 86.4% | 69.7%+16.7pp | 72.7%+13.7pp | 70.7%+15.7pp |
| Annual return | 15.63% | 17.65%-2.0pp | 1294.76%-1279.1pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,357 | $2,346-42.2% | $3,264-58.4% | $2,270-40.2% |
| Participant deferral / active EE | $4,273 | $3,039+40.6% | $3,964+7.8% | $3,740+14.3% |
| Admin fee / account holder | $105 | $396-73.4% | $5,617-98.1% | $513-79.4% |