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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $752 |
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 | $47,525 | $54,573-12.9% | $90,970-47.8% | $73,497-35.3% |
| Participation rate | 48.3% | 61.2%-12.9pp | 69.0%-20.7pp | 70.7%-22.4pp |
| Annual return | 21.29% | 16.69%+4.6pp | 134.60%-113.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $1,490 | $991+50.3% | $2,122-29.8% | $2,270-34.4% |
| Participant deferral / active EE | $2,671 | $2,517+6.1% | $3,373-20.8% | $3,740-28.6% |
| Admin fee / account holder | $185 | $521-64.6% | $5,961-96.9% | $513-64.0% |