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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 26 | Advisory (Participants) | $36,513 |
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 | $139,988 | $61,166+128.9% | $185,849-24.7% | $79,391+76.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.30% | 19.45%-7.1pp | 122.10%-109.8pp | 116.88%-104.6pp |
| Employer contribution / active EE | $5,617 | $2,321+142.0% | $5,169+8.7% | $2,428+131.4% |
| Participant deferral / active EE | $4,423 | $2,789+58.6% | $5,569-20.6% | $4,046+9.3% |
| Admin fee / account holder | $495 | $710-30.2% | $16,244-97.0% | $627-20.9% |