Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,110 | $79,694+69.5% | $96,171+40.5% | $79,391+70.2% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 30.70% | 40.84%-10.1pp | 192.04%-161.3pp | 116.88%-86.2pp |
| Employer contribution / active EE | $4,081 | $1,443+182.7% | $2,799+45.8% | $2,428+68.1% |
| Participant deferral / active EE | $4,767 | $2,539+87.8% | $4,350+9.6% | $4,046+17.8% |
| Admin fee / account holder | $492 | $630-22.0% | $5,538-91.1% | $627-21.5% |