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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 | $3,149 |
Annual investment return 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 | $21,148 | $69,159-69.4% | $125,192-83.1% | $67,579-68.7% |
| Participation rate | 81.1% | 78.2%+2.9pp | 79.8%+1.4pp | 71.3%+9.9pp |
| Annual return | 1.53% | 27.12%-25.6pp | 43.79%-42.3pp | 378.56%-377.0pp |
| Employer contribution / active EE | $994 | $2,023-50.9% | $3,866-74.3% | $2,148-53.7% |
| Participant deferral / active EE | $3,021 | $3,700-18.3% | $4,937-38.8% | $3,539-14.6% |
| Admin fee / account holder | $14 | $142-90.4% | $9,704-99.9% | $142-90.4% |