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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
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 | $6,700 | $47,977-86.0% | $154,108-95.7% | $56,289-88.1% |
| Participation rate | 99.2% | 66.2%+33.0pp | 83.0%+16.2pp | 69.9%+29.3pp |
| Annual return | 5.80% | 3.54%+2.3pp | 735.21%-729.4pp | -9.96%+15.8pp |
| Employer contribution / active EE | $560 | $2,169-74.2% | $5,298-89.4% | $2,111-73.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $48 | $438-89.0% | $13,411-99.6% | $521-90.8% |