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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $916 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,746 | $79,209-46.0% | $102,434-58.3% | $74,459-42.6% |
| Participation rate | 86.5% | 74.8%+11.7pp | 76.5%+10.0pp | 67.2%+19.3pp |
| Annual return | 12.66% | 54.98%-42.3pp | 29.46%-16.8pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $869 | $2,362-63.2% | $3,023-71.3% | $2,626-66.9% |
| Participant deferral / active EE | $3,911 | $4,417-11.5% | $5,055-22.6% | $4,350-10.1% |
| Admin fee / account holder | $13 | $2,002-99.3% | $9,462-99.9% | $1,945-99.3% |