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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 | $372 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,517 | $35,986-68.0% | $77,552-85.1% | $73,497-84.3% |
| Participation rate | 85.3% | 40.8%+44.4pp | 54.2%+31.1pp | 70.7%+14.6pp |
| Annual return | 10.04% | 19.26%-9.2pp | 54.82%-44.8pp | 28.51%-18.5pp |
| Employer contribution / active EE | $1,513 | $557+171.4% | $987+53.3% | $2,270-33.4% |
| Participant deferral / active EE | $2,020 | $1,198+68.7% | $1,861+8.6% | $3,740-46.0% |
| Admin fee / account holder | $187 | $466-59.8% | $2,859-93.5% | $513-63.5% |