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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,647 | $29,369+14.6% | $77,552-56.6% | $73,412-54.2% |
| Participation rate | 14.0% | 37.9%-23.9pp | 54.2%-40.2pp | 72.2%-58.2pp |
| Annual return | 7.88% | 358.15%-350.3pp | 54.82%-46.9pp | 59.30%-51.4pp |
| Employer contribution / active EE | $107 | $406-73.6% | $987-89.1% | $2,234-95.2% |
| Participant deferral / active EE | $395 | $941-58.1% | $1,861-78.8% | $3,806-89.6% |
| Admin fee / account holder | $278 | $123+126.3% | $2,859-90.3% | $158+75.9% |