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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,444 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,153 | $37,117-13.4% | $147,617-78.2% | $55,191-41.7% |
| Participation rate | 76.3% | 63.6%+12.7pp | 84.6%-8.3pp | 69.2%+7.2pp |
| Annual return | -1.60% | 3.44%-5.0pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,221 | $1,620-24.7% | $5,564-78.1% | $1,899-35.7% |
| Participant deferral / active EE | $2,193 | $1,985+10.4% | $4,895-55.2% | $3,046-28.0% |
| Admin fee / account holder | $142 | $86+65.9% | $11,612-98.8% | $91+56.3% |