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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 26 | Advisory (Participants) | $37,791 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,718 | $52,967+122.2% | $172,753-31.9% | $65,186+80.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.89% | 30.12%-9.2pp | 803.00%-782.1pp | 29.39%-8.5pp |
| Employer contribution / active EE | $5,701 | $2,190+160.3% | $5,144+10.8% | $2,177+161.9% |
| Participant deferral / active EE | $4,045 | $2,471+63.7% | $5,198-22.2% | $3,514+15.1% |
| Admin fee / account holder | $507 | $472+7.4% | $13,956-96.4% | $847-40.1% |