Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $490 |
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 | $23,847 | $22,714+5.0% | $59,496-59.9% | $55,191-56.8% |
| Participation rate | 28.7% | 37.5%-8.7pp | 54.6%-25.8pp | 69.2%-40.4pp |
| Annual return | 1.80% | -44.01%+45.8pp | 182.05%-180.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $485 | $418+16.0% | $1,153-57.9% | $1,899-74.5% |
| Participant deferral / active EE | $777 | $843-7.9% | $1,829-57.5% | $3,046-74.5% |
| Admin fee / account holder | $119 | $83+42.8% | $2,232-94.7% | $91+31.1% |