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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 | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,882 | $183,516-64.1% | $155,534-57.6% | $145,884-54.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.22% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $509 | $5,315-90.4% | $4,675-89.1% | $4,662-89.1% |
| Participant deferral / active EE | $2,580 | $6,467-60.1% | $5,630-54.2% | $6,690-61.4% |
| Admin fee / account holder | $31,757 | $19,293+64.6% | $15,900+99.7% | $13,392+137.1% |