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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 | $59,448+156.6% | $93,696+62.8% | $74,459+104.9% |
| Participation rate | 82.2% | 59.6%+22.6pp | 68.7%+13.5pp | 67.2%+15.0pp |
| Annual return | 22.39% | 82.11%-59.7pp | 133.74%-111.4pp | 1369.70%-1347.3pp |
| Employer contribution / active EE | $1,759 | $1,266+38.9% | $2,422-27.4% | $2,626-33.0% |
| Participant deferral / active EE | $5,245 | $3,052+71.9% | $4,417+18.8% | $4,350+20.6% |
| Admin fee / account holder | $72 | $3,027-97.6% | $8,287-99.1% | $1,945-96.3% |