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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Annual investment return 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 | $6,124 | $52,967-88.4% | $172,753-96.5% | $65,186-90.6% |
| Participation rate | 98.5% | 66.2%+32.3pp | 82.6%+15.8pp | 70.2%+28.3pp |
| Annual return | 3.28% | 30.12%-26.8pp | 803.00%-799.7pp | 29.39%-26.1pp |
| Employer contribution / active EE | $385 | $2,190-82.4% | $5,144-92.5% | $2,177-82.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $47 | $472-90.0% | $13,956-99.7% | $847-94.5% |