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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: JOHN HANCOCK USA Service code 12 | Other insurance wrap fees; Soft dolla... | $0 |
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.
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 | $12,406 | $52,467-76.4% | $57,196-78.3% | $55,167-77.5% |
| Participation rate | 45.7% | 75.8%-30.2pp | 75.3%-29.7pp | 69.0%-23.3pp |
| Annual return | 9.28% | 7.72%+1.6pp | 14.59%-5.3pp | 169.23%-159.9pp |
| Employer contribution / active EE | $692 | $2,477-72.1% | $2,683-74.2% | $1,963-64.7% |
| Participant deferral / active EE | $963 | $2,830-66.0% | $3,096-68.9% | $3,054-68.5% |
| Admin fee / account holder | $15 | $269-94.5% | $3,141-99.5% | $504-97.0% |