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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $19,863 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,568 | $37,213-68.9% | $156,551-92.6% | $63,975-81.9% |
| Participation rate | 27.5% | 65.0%-37.5pp | 84.0%-56.5pp | 71.1%-43.6pp |
| Annual return | 55.77% | 47.89%+7.9pp | 32.23%+23.5pp | 48.65%+7.1pp |
| Employer contribution / active EE | $424 | $1,357-68.7% | $5,501-92.3% | $2,182-80.5% |
| Participant deferral / active EE | $1,123 | $2,070-45.8% | $4,871-76.9% | $3,356-66.5% |
| Admin fee / account holder | $10 | $56-82.2% | $13,028-99.9% | $70-85.8% |