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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
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 | $7,459 | $61,166-87.8% | $185,849-96.0% | $79,391-90.6% |
| Participation rate | 97.2% | 66.6%+30.6pp | 81.7%+15.5pp | 70.7%+26.5pp |
| Annual return | 27.40% | 19.45%+8.0pp | 122.10%-94.7pp | 116.88%-89.5pp |
| Employer contribution / active EE | $1,056 | $2,321-54.5% | $5,169-79.6% | $2,428-56.5% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $57 | $710-92.0% | $16,244-99.6% | $627-90.9% |