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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 | $374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,184 | $55,453-38.4% | $170,435-79.9% | $62,293-45.1% |
| Participation rate | 66.1% | 66.4%-0.2pp | 83.6%-17.5pp | 69.5%-3.4pp |
| Annual return | 15.39% | 21.38%-6.0pp | 205.94%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $876 | $2,164-59.5% | $5,432-83.9% | $2,042-57.1% |
| Participant deferral / active EE | $1,922 | $2,303-16.5% | $4,939-61.1% | $3,169-39.3% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.2% |