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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 14201 | Recordkeeping | $606 |
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 | $79,354 | $49,138+61.5% | $84,023-5.6% | $65,186+21.7% |
| Participation rate | 87.8% | 60.7%+27.1pp | 69.0%+18.8pp | 70.2%+17.6pp |
| Annual return | 23.99% | 23.00%+1.0pp | 71.32%-47.3pp | 29.39%-5.4pp |
| Employer contribution / active EE | $1,714 | $914+87.6% | $1,984-13.6% | $2,177-21.3% |
| Participant deferral / active EE | $4,254 | $2,397+77.5% | $3,239+31.3% | $3,514+21.0% |
| Admin fee / account holder | $195 | $543-64.0% | $6,102-96.8% | $847-76.9% |