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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,424 |
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 | $66,111 | $32,425+103.9% | $74,577-11.4% | $55,167+19.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | -1.13% | 10.63%-11.8pp | 20.47%-21.6pp | 169.23%-170.4pp |
| Employer contribution / active EE | $3,395 | $1,043+225.4% | $2,525+34.5% | $1,963+73.0% |
| Participant deferral / active EE | $2,394 | $1,995+20.0% | $3,458-30.8% | $3,054-21.6% |
| Admin fee / account holder | $38 | $748-95.0% | $4,138-99.1% | $504-92.6% |