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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 | $2,360 |
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 | $37,196 | $46,173-19.4% | $170,435-78.2% | $69,631-46.6% |
| Participation rate | 78.5% | 63.9%+14.6pp | 83.6%-5.1pp | 70.7%+7.8pp |
| Annual return | 16.70% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,201 | $1,610-25.4% | $5,432-77.9% | $2,032-40.9% |
| Participant deferral / active EE | $2,283 | $2,080+9.8% | $4,939-53.8% | $3,224-29.2% |
| Admin fee / account holder | $118 | $116+2.1% | $13,881-99.1% | $110+7.2% |