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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 | $45,119+53.3% | $85,126-18.8% | $74,429-7.1% |
| Participation rate | 94.4% | 49.4%+45.0pp | 67.5%+26.8pp | 67.2%+27.1pp |
| Annual return | 15.22% | 26.28%-11.1pp | 66.63%-51.4pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $572 | $1,460-60.9% | $2,731-79.1% | $2,625-78.2% |
| Participant deferral / active EE | $3,097 | $2,738+13.1% | $4,523-31.5% | $4,348-28.8% |
| Admin fee / account holder | -$32 | $2,214-101.5% | $6,160-100.5% | $1,944-101.7% |