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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 | $18,873 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $13,955 |
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 | $42,024 | $66,124-36.4% | $90,461-53.5% | $73,497-42.8% |
| Participation rate | 95.7% | 69.7%+26.0pp | 72.7%+23.0pp | 70.7%+25.0pp |
| Annual return | 2.99% | 17.65%-14.7pp | 1294.76%-1291.8pp | 28.51%-25.5pp |
| Employer contribution / active EE | $1,600 | $2,346-31.8% | $3,264-51.0% | $2,270-29.5% |
| Participant deferral / active EE | $1,974 | $3,039-35.0% | $3,964-50.2% | $3,740-47.2% |
| Admin fee / account holder | $264 | $396-33.3% | $5,617-95.3% | $513-48.5% |