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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $926 |
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 | $66,880 | $66,302+0.9% | $110,243-39.3% | $56,289+18.8% |
| Participation rate | 90.2% | 74.9%+15.3pp | 79.8%+10.4pp | 69.9%+20.4pp |
| Annual return | -6.27% | -1.18%-5.1pp | 314.76%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,407 | $2,047+115.3% | $3,827+15.2% | $2,111+108.7% |
| Participant deferral / active EE | $2,574 | $3,381-23.9% | $4,672-44.9% | $3,350-23.2% |
| Admin fee / account holder | $255 | $698-63.4% | $8,548-97.0% | $521-51.0% |