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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,056 | $51,223+70.0% | $82,763+5.2% | $66,949+30.0% |
| Participation rate | 88.7% | 67.9%+20.8pp | 72.6%+16.2pp | 69.8%+18.9pp |
| Annual return | -16.15% | -9.85%-6.3pp | 702.45%-718.6pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,390 | $2,611-46.7% | $3,008-53.8% | $2,545-45.4% |
| Participant deferral / active EE | $4,170 | $3,460+20.5% | $4,395-5.1% | $4,239-1.6% |
| Admin fee / account holder | $272 | $415-34.5% | $5,325-94.9% | $594-54.2% |