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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $7,798 |
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 | $18,597 | $36,916-49.6% | $156,551-88.1% | $57,658-67.7% |
| Participation rate | 91.5% | 63.4%+28.1pp | 84.0%+7.5pp | 70.2%+21.3pp |
| Annual return | 9.05% | 12.38%-3.3pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $686 | $1,571-56.3% | $5,501-87.5% | $1,974-65.3% |
| Participant deferral / active EE | $1,358 | $1,926-29.5% | $4,871-72.1% | $3,061-55.6% |
| Admin fee / account holder | $190 | $82+129.9% | $13,028-98.5% | $95+100.6% |