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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 | $86,397 | $44,873+92.5% | $79,467+8.7% | $56,289+53.5% |
| Participation rate | 87.5% | 68.7%+18.8pp | 73.3%+14.2pp | 69.9%+17.6pp |
| Annual return | -4.86% | 0.81%-5.7pp | 718.30%-723.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,156 | $2,140-46.0% | $2,800-58.7% | $2,111-45.2% |
| Participant deferral / active EE | $3,846 | $2,746+40.1% | $3,704+3.8% | $3,350+14.8% |
| Admin fee / account holder | $132 | $418-68.5% | $5,104-97.4% | $521-74.7% |