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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,039 | $32,425+75.9% | $74,577-23.5% | $55,167+3.4% |
| Participation rate | 66.7% | 54.0%+12.7pp | 68.1%-1.4pp | 69.0%-2.3pp |
| Annual return | 8.20% | 10.63%-2.4pp | 20.47%-12.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,239 | $1,043+210.4% | $2,525+28.3% | $1,963+65.0% |
| Participant deferral / active EE | $3,561 | $1,995+78.5% | $3,458+3.0% | $3,054+16.6% |
| Admin fee / account holder | $24 | $748-96.8% | $4,138-99.4% | $504-95.3% |