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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $404 |
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 | $35,141 | $46,732-24.8% | $156,551-77.6% | $55,167-36.3% |
| Participation rate | 60.5% | 65.8%-5.3pp | 84.0%-23.5pp | 69.0%-8.5pp |
| Annual return | 8.02% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,712 | $2,105-18.7% | $5,501-68.9% | $1,963-12.8% |
| Participant deferral / active EE | $3,697 | $2,204+67.7% | $4,871-24.1% | $3,054+21.0% |
| Admin fee / account holder | $96 | $418-76.9% | $13,028-99.3% | $504-80.9% |