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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,234 | $59,584+2.8% | $86,615-29.3% | $79,391-22.9% |
| Participation rate | 45.2% | 67.7%-22.5pp | 71.6%-26.4pp | 70.7%-25.5pp |
| Annual return | 12.70% | 23.15%-10.4pp | 63.51%-50.8pp | 116.88%-104.2pp |
| Employer contribution / active EE | $962 | $1,768-45.6% | $2,496-61.4% | $2,428-60.4% |
| Participant deferral / active EE | $1,776 | $3,036-41.5% | $3,699-52.0% | $4,046-56.1% |
| Admin fee / account holder | $144 | $604-76.1% | $5,830-97.5% | $627-77.0% |