Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,067 |
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 | $35,362 | $50,637-30.2% | $86,582-59.2% | $62,293-43.2% |
| Participation rate | 94.9% | 67.9%+27.0pp | 73.5%+21.3pp | 69.5%+25.4pp |
| Annual return | 12.74% | 20.80%-8.1pp | 965.08%-952.3pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,670 | $2,075-19.5% | $2,839-41.2% | $2,042-18.2% |
| Participant deferral / active EE | $1,869 | $2,611-28.4% | $3,609-48.2% | $3,169-41.0% |
| Admin fee / account holder | $67 | $413-83.9% | $4,904-98.6% | $479-86.1% |