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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
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 | $37,138 | $50,637-26.7% | $86,582-57.1% | $62,293-40.4% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.6pp | 69.5%+29.7pp |
| Annual return | 18.66% | 20.80%-2.1pp | 965.08%-946.4pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,925 | $2,075+40.9% | $2,839+3.0% | $2,042+43.2% |
| Participant deferral / active EE | $942 | $2,611-63.9% | $3,609-73.9% | $3,169-70.3% |
| Admin fee / account holder | $171 | $413-58.6% | $4,904-96.5% | $479-64.3% |