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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $12,567 | $50,464-75.1% | $75,782-83.4% | $52,331-76.0% |
| Participation rate | 54.8% | 66.8%-12.0pp | 75.8%-21.0pp | 68.1%-13.3pp |
| Annual return | -2.94% | 1.03%-4.0pp | 9.68%-12.6pp | 4.54%-7.5pp |
| Employer contribution / active EE | $9,303 | $1,988+367.9% | $3,323+179.9% | $1,882+394.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $96 | $1,103-91.3% | $5,300-98.2% | $592-83.8% |