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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $479 |
Filed as: JOHN HANCOCK LIFE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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 | $8,780 | $47,977-81.7% | $154,107-94.3% | $56,287-84.4% |
| Participation rate | 85.6% | 66.2%+19.4pp | 83.0%+2.6pp | 69.9%+15.8pp |
| Annual return | -7.78% | 3.54%-11.3pp | 735.12%-742.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $337 | $2,169-84.5% | $5,298-93.6% | $2,111-84.0% |
| Participant deferral / active EE | $1,098 | $2,392-54.1% | $5,081-78.4% | $3,350-67.2% |
| Admin fee / account holder | $97 | $438-77.8% | $13,411-99.3% | $521-81.3% |