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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 | $3,702 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,024 | $77,908+208.1% | $149,696+60.3% | $75,173+219.3% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 26.15% | 31.73%-5.6pp | 134.46%-108.3pp | 160.72%-134.6pp |
| Employer contribution / active EE | $10,192 | $3,138+224.8% | $4,821+111.4% | $2,671+281.6% |
| Participant deferral / active EE | $9,345 | $3,411+174.0% | $5,682+64.5% | $4,126+126.5% |
| Admin fee / account holder | $284 | $5,950-95.2% | $13,212-97.8% | $5,651-95.0% |