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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $3,411 |
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 | $114,963 | $48,432+137.4% | $121,210-5.2% | $71,529+60.7% |
| Participation rate | 46.3% | 54.3%-8.0pp | 69.5%-23.2pp | 67.9%-21.6pp |
| Annual return | 18.51% | 23.28%-4.8pp | 987.41%-968.9pp | 28.97%-10.5pp |
| Employer contribution / active EE | $2,449 | $1,493+64.0% | $4,171-41.3% | $2,590-5.5% |
| Participant deferral / active EE | $3,925 | $2,756+42.4% | $4,084-3.9% | $4,291-8.5% |
| Admin fee / account holder | $14 | $1,845-99.3% | $5,647-99.8% | $1,588-99.1% |