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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $625 |
Participant contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $13,757 | $99,957-86.2% | $149,745-90.8% | $73,497-81.3% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 15.20% | 53.87%-38.7pp | 276.72%-261.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,886 | $3,191+21.8% | $4,646-16.3% | $2,270+71.2% |
| Participant deferral / active EE | $104 | $6,073-98.3% | $6,843-98.5% | $3,740-97.2% |
| Admin fee / account holder | $142 | $551-74.2% | $9,312-98.5% | $513-72.3% |