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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 25 MERCHANT STREET, STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $10,417 |
Service code 18 · EIN 94-0242990 | Investment advisory (plan); Custodial... | $3,909 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $608 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,199 | $70,908-65.9% | $98,907-75.5% | $73,488-67.1% |
| Participation rate | 91.7% | 73.8%+18.0pp | 76.0%+15.7pp | 70.7%+21.1pp |
| Annual return | 9.29% | 34.17%-24.9pp | 196.43%-187.1pp | 28.51%-19.2pp |
| Employer contribution / active EE | $2,963 | $2,036+45.5% | $2,689+10.2% | $2,270+30.5% |
| Participant deferral / active EE | $4,378 | $3,500+25.1% | $4,244+3.1% | $3,740+17.1% |
| Admin fee / account holder | $140 | $535-73.8% | $6,642-97.9% | $513-72.7% |