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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFAOL, NY 142010600 | Recordkeeping | $412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,684 | $36,916-22.3% | $156,552-81.7% | $57,658-50.3% |
| Participation rate | 24.0% | 63.4%-39.4pp | 84.0%-60.0pp | 70.2%-46.2pp |
| Annual return | 7.87% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $223 | $1,571-85.8% | $5,501-96.0% | $1,974-88.7% |
| Participant deferral / active EE | $843 | $1,926-56.2% | $4,871-82.7% | $3,061-72.4% |
| Admin fee / account holder | $156 | $82+89.5% | $13,028-98.8% | $95+65.3% |