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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $793 |
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 | $46,757 | $55,453-15.7% | $170,435-72.6% | $62,293-24.9% |
| Participation rate | 58.5% | 66.4%-7.8pp | 83.6%-25.1pp | 69.5%-11.0pp |
| Annual return | 18.15% | 21.38%-3.2pp | 205.94%-187.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,639 | $2,164-24.3% | $5,432-69.8% | $2,042-19.8% |
| Participant deferral / active EE | $3,945 | $2,303+71.3% | $4,939-20.1% | $3,169+24.5% |
| Admin fee / account holder | $86 | $455-81.1% | $13,881-99.4% | $479-82.1% |