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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $43,296 |
Service code 27 5350 MAIN STREET · WILLIAMSVILLE, NY 14221 | Advisory (Plan) | $22,672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,984 | $55,423+102.1% | $155,602-28.0% | $74,400+50.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.15% | 269.07%-254.9pp | 64.81%-50.7pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $3,445 | $2,266+52.1% | $4,675-26.3% | $2,624+31.3% |
| Participant deferral / active EE | $5,309 | $2,835+87.3% | $5,629-5.7% | $4,348+22.1% |
| Admin fee / account holder | $254 | $1,744-85.5% | $15,923-98.4% | $1,944-86.9% |