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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 | $544 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,589 | $86,655-55.5% | $119,622-67.7% | $66,938-42.4% |
| Participation rate | 53.1% | 75.6%-22.4pp | 79.3%-26.2pp | 69.8%-16.7pp |
| Annual return | -15.09% | -8.00%-7.1pp | -14.98%-0.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $541 | $2,536-78.7% | $4,232-87.2% | $2,545-78.8% |
| Participant deferral / active EE | $2,290 | $4,358-47.4% | $5,601-59.1% | $4,238-46.0% |
| Admin fee / account holder | $118 | $755-84.4% | $10,328-98.9% | $594-80.2% |