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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,671 |
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 | $19,760 | $37,196-46.9% | $154,111-87.2% | $55,725-64.5% |
| Participation rate | 89.9% | 64.1%+25.8pp | 83.0%+6.8pp | 70.9%+19.0pp |
| Annual return | -4.66% | 1319.68%-1324.3pp | 735.18%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $630 | $1,614-61.0% | $5,298-88.1% | $2,078-69.7% |
| Participant deferral / active EE | $1,357 | $2,068-34.4% | $5,081-73.3% | $3,356-59.6% |
| Admin fee / account holder | $169 | $102+66.5% | $13,411-98.7% | $115+46.9% |