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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 | $410 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,234 | $31,679-70.9% | $74,723-87.6% | $65,186-85.8% |
| Participation rate | 90.4% | 40.4%+50.1pp | 54.5%+35.9pp | 70.2%+20.2pp |
| Annual return | 13.04% | 39.04%-26.0pp | 753.18%-740.1pp | 29.39%-16.3pp |
| Employer contribution / active EE | $1,226 | $566+116.6% | $1,084+13.1% | $2,177-43.7% |
| Participant deferral / active EE | $1,602 | $1,191+34.5% | $1,962-18.3% | $3,514-54.4% |
| Admin fee / account holder | $153 | $379-59.7% | $3,335-95.4% | $847-82.0% |