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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 | $0 |
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 | $92,077 | $85,766+7.4% | $136,298-32.4% | $70,126+31.3% |
| Participation rate | 75.3% | 74.2%+1.1pp | 81.9%-6.7pp | 69.5%+5.7pp |
| Annual return | 15.75% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,903 | $2,966-35.9% | $4,696-59.5% | $2,343-18.8% |
| Participant deferral / active EE | $3,522 | $5,051-30.3% | $6,247-43.6% | $3,332+5.7% |
| Admin fee / account holder | $13 | $5,421-99.8% | $9,244-99.9% | $4,645-99.7% |