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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 | $15,637 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $9,872 |
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 | $39,962 | $51,620-22.6% | $90,324-55.8% | $65,186-38.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 4.05% | 24.94%-20.9pp | 78.15%-74.1pp | 29.39%-25.3pp |
| Employer contribution / active EE | $1,865 | $2,235-16.5% | $2,856-34.7% | $2,177-14.3% |
| Participant deferral / active EE | $2,025 | $2,871-29.5% | $3,885-47.9% | $3,514-42.4% |
| Admin fee / account holder | $209 | $384-45.7% | $5,356-96.1% | $847-75.4% |