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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,526 |
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 | $30,353 | $58,726-48.3% | $92,240-67.1% | $62,293-51.3% |
| Participation rate | 94.4% | 68.3%+26.0pp | 76.5%+17.9pp | 69.5%+24.8pp |
| Annual return | 17.31% | 43.62%-26.3pp | 176.29%-159.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,781 | $2,766+36.7% | $3,897-3.0% | $3,169+19.3% |
| Admin fee / account holder | $14 | $556-97.4% | $5,194-99.7% | $479-97.0% |