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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 | $801 |
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 | $70,134 | $36,767+90.8% | $81,473-13.9% | $62,293+12.6% |
| Participation rate | 77.2% | 54.4%+22.8pp | 68.0%+9.2pp | 69.5%+7.7pp |
| Annual return | 16.56% | 173.80%-157.2pp | 38.78%-22.2pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,018 | $1,128+167.5% | $2,568+17.5% | $2,042+47.8% |
| Participant deferral / active EE | $4,263 | $2,111+102.0% | $3,537+20.5% | $3,169+34.5% |
| Admin fee / account holder | $41 | $797-94.9% | $4,561-99.1% | $479-91.5% |