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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 | Recordkeeping | $596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,829 | $55,453-80.5% | $170,435-93.6% | $62,293-82.6% |
| Participation rate | 53.6% | 66.4%-12.8pp | 83.6%-30.0pp | 69.5%-15.9pp |
| Annual return | 14.45% | 21.38%-6.9pp | 205.94%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $827 | $2,303-64.1% | $4,939-83.3% | $3,169-73.9% |
| Admin fee / account holder | $114 | $455-75.0% | $13,881-99.2% | $479-76.2% |