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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,344 |
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 | $77,806 | $46,360+67.8% | $147,618-47.3% | $52,331+48.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.76% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,154 | $2,126+1.3% | $5,565-61.3% | $1,882+14.5% |
| Participant deferral / active EE | $4,955 | $2,258+119.5% | $4,895+1.2% | $3,022+64.0% |
| Admin fee / account holder | $102 | $766-86.7% | $11,612-99.1% | $592-82.8% |