Filed January 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,557 | $50,637-81.1% | $86,590-89.0% | $62,292-84.7% |
| Participation rate | 39.2% | 67.9%-28.7pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 138.81% | 20.80%+118.0pp | 964.84%-826.0pp | 28.90%+109.9pp |
| Employer contribution / active EE | $958 | $2,075-53.8% | $2,839-66.2% | $2,042-53.1% |
| Participant deferral / active EE | $1,609 | $2,611-38.4% | $3,609-55.4% | $3,169-49.2% |
| Admin fee / account holder | $70 | $413-83.1% | $4,906-98.6% | $479-85.5% |