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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,564 | $58,726-71.8% | $92,236-82.0% | $62,293-73.4% |
| Participation rate | 16.5% | 68.3%-51.8pp | 76.5%-60.0pp | 69.5%-53.0pp |
| Annual return | 39.41% | 43.62%-4.2pp | 176.29%-136.9pp | 28.90%+10.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $443 | $2,766-84.0% | $3,897-88.6% | $3,169-86.0% |
| Admin fee / account holder | $12 | $556-97.8% | $5,194-99.8% | $479-97.5% |