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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,155 | $39,245-69.0% | $64,105-81.0% | $52,331-76.8% |
| Participation rate | 37.6% | 58.2%-20.6pp | 68.2%-30.6pp | 68.1%-30.5pp |
| Annual return | 1.76% | 14.79%-13.0pp | 791.24%-789.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $414 | $736-43.8% | $1,820-77.3% | $1,882-78.0% |
| Participant deferral / active EE | $690 | $1,992-65.4% | $2,822-75.6% | $3,022-77.2% |
| Admin fee / account holder | $108 | $592-81.8% | $4,499-97.6% | $592-81.8% |