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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $15,735 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,353 | $55,636-52.6% | $81,982-67.9% | $73,497-64.1% |
| Participation rate | 80.9% | 62.3%+18.6pp | 69.3%+11.7pp | 70.7%+10.2pp |
| Annual return | 17.89% | 19.07%-1.2pp | 41.31%-23.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,781 | $2,762+0.7% | $3,722-25.3% | $3,740-25.6% |
| Admin fee / account holder | $204 | $493-58.5% | $5,665-96.4% | $513-60.2% |