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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4 |
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 | $82,244 | $43,423+89.4% | $78,676+4.5% | $55,167+49.1% |
| Participation rate | 89.4% | 68.0%+21.4pp | 73.6%+15.8pp | 69.0%+20.4pp |
| Annual return | 5.45% | 11.53%-6.1pp | 62.19%-56.7pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,159 | $1,997-42.0% | $2,850-59.3% | $1,963-40.9% |
| Participant deferral / active EE | $3,617 | $2,509+44.2% | $3,517+2.9% | $3,054+18.4% |
| Admin fee / account holder | $132 | $416-68.4% | $4,510-97.1% | $504-73.9% |