Filed December 7, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,967 | $47,848-33.2% | $81,473-60.8% | $70,126-54.4% |
| Participation rate | 51.9% | 58.3%-6.4pp | 68.0%-16.1pp | 69.5%-17.6pp |
| Annual return | 17.23% | 27.25%-10.0pp | 38.78%-21.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $346 | $1,527-77.3% | $2,568-86.5% | $2,343-85.2% |
| Participant deferral / active EE | $5,604 | $2,453+128.5% | $3,537+58.4% | $3,332+68.2% |
| Admin fee / account holder | $35 | $3,145-98.9% | $4,561-99.2% | $4,645-99.2% |