Filed April 4, 2018
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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 14302 | Recordkeeping | $1,555 |
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 | $21,958 | $47,977-54.2% | $154,111-85.8% | $56,287-61.0% |
| Participation rate | 73.5% | 66.2%+7.3pp | 83.0%-9.6pp | 69.9%+3.6pp |
| Annual return | 7.03% | 3.54%+3.5pp | 735.18%-728.1pp | -9.96%+17.0pp |
| Employer contribution / active EE | $1,040 | $2,169-52.0% | $5,298-80.4% | $2,111-50.7% |
| Participant deferral / active EE | $1,464 | $2,392-38.8% | $5,081-71.2% | $3,350-56.3% |
| Admin fee / account holder | $62 | $438-85.9% | $13,411-99.5% | $521-88.1% |