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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 | $4,511 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,742 | $71,142-65.2% | $119,622-79.3% | $64,819-61.8% |
| Participation rate | 85.1% | 78.6%+6.5pp | 79.3%+5.8pp | 71.5%+13.6pp |
| Annual return | -15.04% | -10.01%-5.0pp | -14.98%-0.1pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,721 | $2,497-31.1% | $4,232-59.3% | $2,507-31.3% |
| Participant deferral / active EE | $4,497 | $4,490+0.2% | $5,601-19.7% | $4,311+4.3% |
| Admin fee / account holder | $17 | $162-89.7% | $10,328-99.8% | $188-91.1% |