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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 26 | Advisory (Participants) | $34,531 |
Service code 15 · EIN 01-0233346 PO 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 | $99,757 | $47,977+107.9% | $154,108-35.3% | $56,289+77.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.58% | 3.54%-10.1pp | 735.21%-741.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $5,921 | $2,169+173.0% | $5,298+11.8% | $2,111+180.5% |
| Participant deferral / active EE | $3,919 | $2,392+63.9% | $5,081-22.9% | $3,350+17.0% |
| Admin fee / account holder | $226 | $438-48.5% | $13,411-98.3% | $521-56.7% |