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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 | $1,094 |
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 | $70,386 | $86,341-18.5% | $125,192-43.8% | $65,185+8.0% |
| Participation rate | 94.5% | 75.3%+19.2pp | 79.8%+14.7pp | 70.2%+24.3pp |
| Annual return | 19.88% | 27.44%-7.6pp | 43.79%-23.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $4,569 | $2,040+124.0% | $3,866+18.2% | $2,177+109.9% |
| Participant deferral / active EE | $2,708 | $3,538-23.5% | $4,937-45.2% | $3,514-22.9% |
| Admin fee / account holder | $219 | $609-64.1% | $9,704-97.7% | $847-74.2% |