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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
PENSION PROFESSIONALS, INC.9 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,551 | $95,084+42.6% | $140,514-3.5% | $69,733+94.4% |
| Participation rate | 97.2% | 68.7%+28.5pp | 77.8%+19.4pp | 62.5%+34.8pp |
| Annual return | 9.84% | 18.56%-8.7pp | 14.36%-4.5pp | 15.22%-5.4pp |
| Employer contribution / active EE | $3,646 | $2,405+51.6% | $3,378+7.9% | $2,250+62.0% |
| Participant deferral / active EE | $8,367 | $3,868+116.3% | $4,919+70.1% | $3,054+173.9% |
| Admin fee / account holder | $18 | $4,885-99.6% | $13,697-99.9% | $3,102-99.4% |