Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $76 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,605 | $48,230+102.4% | $67,502+44.6% | $80,856+20.7% |
| Participation rate | 88.6% | 66.4%+22.3pp | 72.9%+15.8pp | 67.6%+21.0pp |
| Annual return | 5.70% | 18.28%-12.6pp | 3512.12%-3506.4pp | 35.59%-29.9pp |
| Employer contribution / active EE | $5,486 | $2,020+171.6% | $2,731+100.9% | $2,755+99.1% |
| Participant deferral / active EE | $3,620 | $2,924+23.8% | $4,000-9.5% | $4,296-15.7% |
| Admin fee / account holder | $184 | $3,681-95.0% | $3,998-95.4% | $6,918-97.3% |