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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,215 | $54,320-22.3% | $67,652-37.6% | $52,331-19.3% |
| Participation rate | 67.5% | 73.6%-6.1pp | 75.7%-8.1pp | 68.1%-0.6pp |
| Annual return | -0.49% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $823 | $1,544-46.7% | $2,266-63.7% | $1,882-56.3% |
| Participant deferral / active EE | $2,038 | $2,950-30.9% | $3,560-42.7% | $3,022-32.6% |
| Admin fee / account holder | $85 | $527-83.8% | $4,821-98.2% | $592-85.6% |