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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $26,018 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,155 | $45,123+53.3% | $85,240-18.9% | $74,478-7.1% |
| Participation rate | 94.4% | 49.4%+45.0pp | 67.5%+26.8pp | 67.2%+27.1pp |
| Annual return | 15.22% | 26.32%-11.1pp | 66.75%-51.5pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $572 | $1,459-60.8% | $2,735-79.1% | $2,626-78.2% |
| Participant deferral / active EE | $3,097 | $2,736+13.2% | $4,527-31.6% | $4,350-28.8% |
| Admin fee / account holder | -$32 | $2,215-101.5% | $6,165-100.5% | $1,946-101.7% |