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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,340 |
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 | $22,457 | $62,267-63.9% | $110,243-79.6% | $55,725-59.7% |
| Participation rate | 74.7% | 78.1%-3.4pp | 79.8%-5.1pp | 70.9%+3.9pp |
| Annual return | 11.88% | -1.07%+12.9pp | 314.76%-302.9pp | 244.93%-233.1pp |
| Employer contribution / active EE | $807 | $1,941-58.4% | $3,827-78.9% | $2,078-61.2% |
| Participant deferral / active EE | $2,461 | $3,516-30.0% | $4,672-47.3% | $3,356-26.7% |
| Admin fee / account holder | $12 | $121-89.7% | $8,548-99.9% | $115-89.2% |