Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,551 | $29,369-19.8% | $77,513-69.6% | $73,412-67.9% |
| Participation rate | 56.7% | 37.9%+18.8pp | 54.2%+2.5pp | 72.2%-15.5pp |
| Annual return | 19.46% | 358.15%-338.7pp | 54.81%-35.3pp | 59.30%-39.8pp |
| Employer contribution / active EE | $667 | $406+64.4% | $987-32.4% | $2,234-70.1% |
| Participant deferral / active EE | $1,080 | $941+14.8% | $1,861-41.9% | $3,806-71.6% |
| Admin fee / account holder | $173 | $123+40.9% | $2,859-94.0% | $158+9.5% |