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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,985 | $55,446-56.7% | $155,574-84.6% | $74,429-67.8% |
| Participation rate | 44.3% | 61.9%-17.6pp | 78.2%-33.9pp | 67.2%-22.9pp |
| Annual return | 10.13% | 269.20%-259.1pp | 64.87%-54.7pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $594 | $2,266-73.8% | $4,676-87.3% | $2,625-77.4% |
| Participant deferral / active EE | $1,055 | $2,836-62.8% | $5,629-81.3% | $4,348-75.7% |
| Admin fee / account holder | $313 | $1,743-82.0% | $15,914-98.0% | $1,944-83.9% |