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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $616 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,573 | $42,548+37.7% | $74,551-21.4% | $56,289+4.1% |
| Participation rate | 89.4% | 60.5%+28.9pp | 69.1%+20.2pp | 69.9%+19.5pp |
| Annual return | -7.07% | 12.40%-19.5pp | 32.53%-39.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,811 | $855+111.8% | $1,961-7.7% | $2,111-14.2% |
| Participant deferral / active EE | $4,158 | $2,277+82.6% | $3,108+33.8% | $3,350+24.1% |
| Admin fee / account holder | $170 | $467-63.6% | $5,059-96.6% | $521-67.3% |