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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 14201 | Recordkeeping | $1,417 |
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 | $29,133 | $49,138-40.7% | $84,021-65.3% | $65,185-55.3% |
| Participation rate | 80.3% | 60.7%+19.5pp | 69.0%+11.3pp | 70.2%+10.1pp |
| Annual return | 21.22% | 23.00%-1.8pp | 71.32%-50.1pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,534 | $914+177.4% | $1,984+27.8% | $2,177+16.4% |
| Participant deferral / active EE | $2,852 | $2,397+19.0% | $3,239-11.9% | $3,514-18.8% |
| Admin fee / account holder | $12 | $543-97.9% | $6,102-99.8% | $847-98.6% |