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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,478 |
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 | $19,114 | $55,453-65.5% | $170,435-88.8% | $62,293-69.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.37% | 21.38%+1.0pp | 205.94%-183.6pp | 28.90%-6.5pp |
| Employer contribution / active EE | $1,679 | $2,164-22.4% | $5,432-69.1% | $2,042-17.8% |
| Participant deferral / active EE | $2,244 | $2,303-2.5% | $4,939-54.6% | $3,169-29.2% |
| Admin fee / account holder | $19 | $455-95.8% | $13,881-99.9% | $479-96.0% |