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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 | Recordkeeping | $310 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,846 | $60,545+3.8% | $92,240-31.9% | $69,631-9.7% |
| Participation rate | 5.0% | 72.2%-67.1pp | 76.5%-71.5pp | 70.7%-65.7pp |
| Annual return | 15.25% | 19.71%-4.5pp | 176.29%-161.0pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $334 | $2,828-88.2% | $3,897-91.4% | $3,224-89.6% |
| Admin fee / account holder | $37 | $145-74.2% | $5,194-99.3% | $110-66.2% |