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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 | $574 |
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 | $94,136 | $54,573+72.5% | $90,970+3.5% | $73,497+28.1% |
| Participation rate | 88.8% | 61.2%+27.6pp | 69.0%+19.8pp | 70.7%+18.1pp |
| Annual return | 20.08% | 16.69%+3.4pp | 134.60%-114.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,763 | $991+77.9% | $2,122-16.9% | $2,270-22.3% |
| Participant deferral / active EE | $4,312 | $2,517+71.3% | $3,373+27.8% | $3,740+15.3% |
| Admin fee / account holder | $206 | $521-60.4% | $5,961-96.5% | $513-59.8% |