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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 26 | Advisory (Participants) | $30,789 |
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 | $130,810 | $58,895+122.1% | $178,503-26.7% | $73,497+78.0% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 15.45% | 24.86%-9.4pp | 151.12%-135.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $5,423 | $2,236+142.5% | $5,011+8.2% | $2,270+138.9% |
| Participant deferral / active EE | $3,987 | $2,567+55.3% | $5,202-23.4% | $3,740+6.6% |
| Admin fee / account holder | $475 | $400+18.6% | $13,987-96.6% | $513-7.4% |