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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 | $51,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,867 | $122,128-64.1% | $147,117-70.2% | $200,096-78.1% |
| Participation rate | 56.2% | 78.2%-21.9pp | 82.2%-25.9pp | 72.0%-15.8pp |
| Annual return | 98.83% | 30.58%+68.2pp | 420.54%-321.7pp | 34.26%+64.6pp |
| Employer contribution / active EE | $1,457 | $4,093-64.4% | $4,932-70.5% | $3,038-52.0% |
| Participant deferral / active EE | $2,964 | $8,484-65.1% | $8,065-63.2% | $5,090-41.8% |
| Admin fee / account holder | $68 | $180-62.4% | $12,993-99.5% | $269-74.9% |