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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $324 |
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 | $19,149 | $52,961-63.8% | $172,755-88.9% | $65,185-70.6% |
| Participation rate | 71.4% | 66.2%+5.2pp | 82.6%-11.2pp | 70.2%+1.2pp |
| Annual return | 42.81% | 30.12%+12.7pp | 802.94%-760.1pp | 29.38%+13.4pp |
| Employer contribution / active EE | $1,044 | $2,190-52.4% | $5,144-79.7% | $2,177-52.1% |
| Participant deferral / active EE | $3,059 | $2,471+23.8% | $5,198-41.1% | $3,514-12.9% |
| Admin fee / account holder | $9 | $472-98.1% | $13,955-99.9% | $847-98.9% |