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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 | $1,741 |
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 | $32,954 | $44,873-26.6% | $79,467-58.5% | $56,289-41.5% |
| Participation rate | 96.0% | 68.7%+27.3pp | 73.3%+22.7pp | 69.9%+26.2pp |
| Annual return | 6.67% | 0.81%+5.9pp | 718.30%-711.6pp | -9.96%+16.6pp |
| Employer contribution / active EE | $1,796 | $2,140-16.1% | $2,800-35.9% | $2,111-14.9% |
| Participant deferral / active EE | $1,970 | $2,746-28.3% | $3,704-46.8% | $3,350-41.2% |
| Admin fee / account holder | $71 | $418-83.1% | $5,104-98.6% | $521-86.4% |