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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $947 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,469 | $63,924+7.1% | $108,582-36.9% | $55,167+24.1% |
| Participation rate | 93.6% | 74.3%+19.3pp | 79.6%+14.1pp | 69.0%+24.6pp |
| Annual return | 7.63% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,555 | $1,879+89.2% | $3,758-5.4% | $1,963+81.1% |
| Participant deferral / active EE | $2,579 | $3,067-15.9% | $4,311-40.2% | $3,054-15.5% |
| Admin fee / account holder | $244 | $618-60.5% | $7,645-96.8% | $504-51.6% |