Filed December 22, 2020 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $101,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,668 | $54,193-37.9% | $93,606-64.0% | $77,643-56.6% |
| Participation rate | 96.0% | 63.9%+32.1pp | 68.7%+27.3pp | 70.6%+25.5pp |
| Annual return | 19.43% | 30.54%-11.1pp | 133.20%-113.8pp | 31.24%-11.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,156 | $3,144+32.2% | $4,411-5.8% | $4,647-10.6% |
| Admin fee / account holder | $155 | $576-73.0% | $8,285-98.1% | $430-63.9% |