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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 9095 · PORTSMOUTH, NH 038029095 | Recordkeeping | $504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $30,321 | $71,192-57.4% | $117,861-74.3% | $62,293-51.3% |
| Participation rate | 59.7% | 74.2%-14.6pp | 79.7%-20.0pp | 69.5%-9.8pp |
| Annual return | 22.63% | 18.66%+4.0pp | 335.11%-312.5pp | 28.90%-6.3pp |
| Employer contribution / active EE | $419 | $1,934-78.3% | $3,786-88.9% | $2,042-79.5% |
| Participant deferral / active EE | $2,030 | $3,189-36.3% | $4,482-54.7% | $3,169-35.9% |
| Admin fee / account holder | $88 | $587-84.9% | $8,021-98.9% | $479-81.5% |