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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK (U.S.A.) Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,113 | $48,053-79.0% | $84,637-88.1% | $72,976-86.1% |
| Participation rate | 67.3% | 57.6%+9.7pp | 68.2%-1.0pp | 69.5%-2.2pp |
| Annual return | 16.60% | 37.39%-20.8pp | 258.82%-242.2pp | 81.02%-64.4pp |
| Employer contribution / active EE | $614 | $1,602-61.7% | $2,653-76.9% | $2,440-74.8% |
| Participant deferral / active EE | $1,611 | $2,681-39.9% | $3,900-58.7% | $3,608-55.3% |
| Admin fee / account holder | $90 | $3,395-97.3% | $4,914-98.2% | $5,124-98.2% |