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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $26,105 |
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 | $60,511 | $85,766-29.4% | $136,298-55.6% | $70,126-13.7% |
| Participation rate | 71.7% | 74.2%-2.5pp | 81.9%-10.3pp | 69.5%+2.1pp |
| Annual return | 17.74% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $3,692 | $2,966+24.5% | $4,696-21.4% | $2,343+57.6% |
| Participant deferral / active EE | $5,854 | $5,051+15.9% | $6,247-6.3% | $3,332+75.7% |
| Admin fee / account holder | $173 | $5,421-96.8% | $9,244-98.1% | $4,645-96.3% |