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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 | $2,514 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,956 | $52,293-17.9% | $178,503-75.9% | $73,412-41.5% |
| Participation rate | 73.5% | 65.3%+8.1pp | 81.9%-8.5pp | 72.2%+1.3pp |
| Annual return | 15.35% | 34.75%-19.4pp | 151.12%-135.8pp | 59.30%-43.9pp |
| Employer contribution / active EE | $1,249 | $1,736-28.1% | $5,011-75.1% | $2,234-44.1% |
| Participant deferral / active EE | $2,389 | $2,333+2.4% | $5,202-54.1% | $3,806-37.2% |
| Admin fee / account holder | $146 | $127+14.9% | $13,987-99.0% | $158-7.4% |