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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 13 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Contract Administrator | $406 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,741 | $55,449-77.0% | $83,831-84.8% | $56,289-77.4% |
| Participation rate | 67.8% | 68.0%-0.2pp | 76.1%-8.3pp | 69.9%-2.1pp |
| Annual return | 6.10% | -1.38%+7.5pp | 850.99%-844.9pp | -9.96%+16.1pp |
| Employer contribution / active EE | $1,914 | $2,430-21.2% | $3,631-47.3% | $2,111-9.3% |
| Participant deferral / active EE | $906 | $2,935-69.1% | $4,082-77.8% | $3,350-73.0% |
| Admin fee / account holder | $195 | $656-70.3% | $5,479-96.4% | $521-62.7% |