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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.
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 | $17,475 | $49,138-64.4% | $84,021-79.2% | $65,185-73.2% |
| Participation rate | 39.6% | 60.7%-21.2pp | 69.0%-29.4pp | 70.2%-30.6pp |
| Annual return | 19.37% | 23.00%-3.6pp | 71.32%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $445 | $914-51.3% | $1,984-77.6% | $2,177-79.6% |
| Participant deferral / active EE | $679 | $2,397-71.7% | $3,239-79.0% | $3,514-80.7% |
| Admin fee / account holder | $22 | $543-96.0% | $6,102-99.6% | $847-97.4% |