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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 14201 | Recordkeeping | $440 |
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 | $37,461 | $47,977-21.9% | $154,108-75.7% | $56,289-33.4% |
| Participation rate | 44.2% | 66.2%-21.9pp | 83.0%-38.8pp | 69.9%-25.6pp |
| Annual return | -5.74% | 3.54%-9.3pp | 735.21%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,139 | $2,169-47.5% | $5,298-78.5% | $2,111-46.1% |
| Participant deferral / active EE | $1,934 | $2,392-19.2% | $5,081-61.9% | $3,350-42.3% |
| Admin fee / account holder | $61 | $438-86.2% | $13,411-99.5% | $521-88.4% |