Filed April 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $19,145 |
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 | $14,113 | $46,360-69.6% | $147,617-90.4% | $52,331-73.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.55% | 1.62%-3.2pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $2,162 | $2,126+1.7% | $5,564-61.1% | $1,882+14.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $101 | $766-86.8% | $11,612-99.1% | $592-82.9% |