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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,815 | $37,134-57.4% | $100,671-84.3% | $52,331-69.8% |
| Participation rate | 40.8% | 57.7%-16.8pp | 70.7%-29.9pp | 68.1%-27.3pp |
| Annual return | -1.49% | 0.10%-1.6pp | 20.43%-21.9pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $800 | $2,163-63.0% | $3,144-74.5% | $3,022-73.5% |
| Admin fee / account holder | $174 | $467-62.8% | $4,850-96.4% | $592-70.6% |