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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O.BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,649 | $58,493-13.4% | $84,021-39.7% | $72,975-30.6% |
| Participation rate | 61.6% | 61.2%+0.4pp | 69.0%-7.4pp | 69.5%-7.9pp |
| Annual return | 23.18% | 28.93%-5.8pp | 71.32%-48.1pp | 81.01%-57.8pp |
| Employer contribution / active EE | $196 | $1,163-83.1% | $1,984-90.1% | $2,440-92.0% |
| Participant deferral / active EE | $2,874 | $2,394+20.1% | $3,239-11.3% | $3,608-20.3% |
| Admin fee / account holder | $35 | $4,569-99.2% | $6,102-99.4% | $5,124-99.3% |