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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $254 |
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 | $23,227 | $55,453-58.1% | $170,435-86.4% | $62,293-62.7% |
| Participation rate | 98.3% | 66.4%+31.9pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 18.73% | 21.38%-2.6pp | 205.94%-187.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,620 | $2,164-25.1% | $5,432-70.2% | $2,042-20.7% |
| Participant deferral / active EE | $2,147 | $2,303-6.8% | $4,939-56.5% | $3,169-32.2% |
| Admin fee / account holder | $63 | $455-86.2% | $13,881-99.5% | $479-86.9% |