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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $6,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,501 | $89,274-74.8% | $149,721-85.0% | $77,958-71.1% |
| Participation rate | 51.1% | 87.6%-36.6pp | 87.1%-36.0pp | 71.6%-20.6pp |
| Annual return | 28.48% | 20.36%+8.1pp | 1501.67%-1473.2pp | 20.87%+7.6pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,444-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,243 | $5,382-58.3% | $6,568-65.9% | $3,537-36.6% |
| Admin fee / account holder | $11 | $240-95.4% | $11,282-99.9% | $97-88.7% |