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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,630 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,259-100.0% | $178,503-100.0% | $93,223-100.0% |
| Participation rate | 0.0% | 72.1%-72.1pp | 81.9%-81.9pp | 74.9%-74.9pp |
| Annual return | 14.73% | 19.93%-5.2pp | 151.12%-136.4pp | 19.29%-4.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $267 | $3,372-92.1% | $5,202-94.9% | $4,563-94.1% |
| Admin fee / account holder | $0 | $58-100.0% | $13,987-100.0% | $79-100.0% |