Filed October 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,370 | $54,121+59.6% | $134,162-35.6% | $73,412+17.7% |
| Participation rate | 50.7% | 64.4%-13.6pp | 72.2%-21.4pp | 72.2%-21.4pp |
| Annual return | 24.82% | -312.52%+337.3pp | 36.35%-11.5pp | 59.30%-34.5pp |
| Employer contribution / active EE | $1,066 | $1,402-23.9% | $3,705-71.2% | $2,234-52.3% |
| Participant deferral / active EE | $3,389 | $2,844+19.2% | $3,500-3.2% | $3,806-10.9% |
| Admin fee / account holder | $482 | $132+263.9% | $6,685-92.8% | $158+205.1% |