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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 | $2,414 |
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 | $31,554 | $37,196-15.2% | $154,108-79.5% | $55,725-43.4% |
| Participation rate | 74.6% | 64.1%+10.5pp | 83.0%-8.4pp | 70.9%+3.8pp |
| Annual return | -2.74% | 1319.68%-1322.4pp | 735.21%-737.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,149 | $1,614-28.8% | $5,298-78.3% | $2,078-44.7% |
| Participant deferral / active EE | $2,106 | $2,068+1.8% | $5,081-58.5% | $3,356-37.2% |
| Admin fee / account holder | $132 | $102+29.7% | $13,411-99.0% | $115+14.4% |