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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $2,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,735 | $45,602+109.9% | $117,529-18.5% | $66,949+43.0% |
| Participation rate | 36.5% | 57.6%-21.1pp | 70.6%-34.1pp | 69.8%-33.3pp |
| Annual return | -15.89% | -16.74%+0.8pp | 29.77%-45.7pp | 1.57%-17.5pp |
| Employer contribution / active EE | $2,076 | $1,579+31.5% | $4,179-50.3% | $2,545-18.5% |
| Participant deferral / active EE | $3,013 | $2,845+5.9% | $4,072-26.0% | $4,239-28.9% |
| Admin fee / account holder | $9 | $661-98.7% | $5,645-99.8% | $594-98.5% |