Filed January 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,511 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,605 | $46,173-12.1% | $170,435-76.2% | $69,631-41.7% |
| Participation rate | 56.2% | 63.9%-7.7pp | 83.6%-27.4pp | 70.7%-14.5pp |
| Annual return | 16.15% | 21.62%-5.5pp | 205.94%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $404 | $1,610-74.9% | $5,432-92.6% | $2,032-80.1% |
| Participant deferral / active EE | $1,472 | $2,080-29.3% | $4,939-70.2% | $3,224-54.3% |
| Admin fee / account holder | $24 | $116-79.7% | $13,881-99.8% | $110-78.7% |