Filed March 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,685 | $39,286-95.7% | $80,741-97.9% | $79,391-97.9% |
| Participation rate | 90.1% | 41.0%+49.1pp | 54.2%+35.9pp | 70.7%+19.4pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.30%-87.3pp | 116.88%-116.9pp |
| Employer contribution / active EE | $164 | $594-72.5% | $1,160-85.9% | $2,428-93.3% |
| Participant deferral / active EE | $463 | $1,264-63.4% | $2,145-78.4% | $4,046-88.6% |
| Admin fee / account holder | $12 | $647-98.1% | $3,380-99.6% | $627-98.0% |