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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 | $388 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,029 | $49,471+114.3% | $79,583+33.2% | $66,949+58.4% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.5%+14.4pp | 69.8%+14.1pp |
| Annual return | -17.72% | 84.30%-102.0pp | 0.16%-17.9pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,889 | $1,266+49.2% | $2,414-21.7% | $2,545-25.8% |
| Participant deferral / active EE | $5,056 | $3,160+60.0% | $3,986+26.9% | $4,239+19.3% |
| Admin fee / account holder | $288 | $595-51.7% | $6,835-95.8% | $594-51.5% |