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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $7,657 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,197 | $130,294-86.8% | $170,057-89.9% | $71,529-76.0% |
| Participation rate | 84.7% | 86.2%-1.5pp | 87.0%-2.3pp | 67.9%+16.8pp |
| Annual return | 26.07% | 20.36%+5.7pp | 53.42%-27.3pp | 28.97%-2.9pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,395 | $6,928-22.1% | $10,411-48.2% | $4,291+25.7% |
| Admin fee / account holder | $220 | $966-77.3% | $12,826-98.3% | $1,588-86.2% |