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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $548 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,192 | $39,898-46.9% | $121,220-82.5% | $55,725-62.0% |
| Participation rate | 94.4% | 61.2%+33.2pp | 71.8%+22.7pp | 70.9%+23.6pp |
| Annual return | -6.86% | -0.96%-5.9pp | 16.94%-23.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,164 | $1,295+67.1% | $4,023-46.2% | $2,078+4.1% |
| Participant deferral / active EE | $3,818 | $2,439+56.6% | $3,345+14.1% | $3,356+13.8% |
| Admin fee / account holder | $61 | $95-35.9% | $5,021-98.8% | $115-47.0% |