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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 | $586 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,543 | $59,402+156.8% | $93,654+62.9% | $74,546+104.6% |
| Participation rate | 82.2% | 59.7%+22.6pp | 68.7%+13.5pp | 67.2%+15.0pp |
| Annual return | 22.39% | 81.86%-59.5pp | 133.34%-110.9pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $1,759 | $1,265+39.1% | $2,421-27.3% | $2,624-33.0% |
| Participant deferral / active EE | $5,245 | $3,049+72.0% | $4,413+18.9% | $4,347+20.6% |
| Admin fee / account holder | $72 | $3,023-97.6% | $8,282-99.1% | $1,944-96.3% |