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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,641 |
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 | $22,081 | $46,173-52.2% | $170,435-87.0% | $69,631-68.3% |
| Participation rate | 90.1% | 63.9%+26.2pp | 83.6%+6.5pp | 70.7%+19.4pp |
| Annual return | 13.73% | 21.62%-7.9pp | 205.94%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $637 | $1,610-60.4% | $5,432-88.3% | $2,032-68.7% |
| Participant deferral / active EE | $1,339 | $2,080-35.6% | $4,939-72.9% | $3,224-58.5% |
| Admin fee / account holder | $161 | $116+38.8% | $13,881-98.8% | $110+45.7% |