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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,542 | $39,859-28.4% | $78,676-63.7% | $57,658-50.5% |
| Participation rate | 23.0% | 66.1%-43.1pp | 73.6%-50.5pp | 70.2%-47.2pp |
| Annual return | 14.43% | 18.96%-4.5pp | 62.19%-47.8pp | 5.13%+9.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $653 | $2,248-70.9% | $3,517-81.4% | $3,061-78.7% |
| Admin fee / account holder | $27 | $76-64.2% | $4,510-99.4% | $95-71.1% |