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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
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 | $49,128 | $50,199-2.1% | $69,884-29.7% | $66,938-26.6% |
| Participation rate | 64.5% | 66.3%-1.8pp | 70.5%-5.9pp | 69.8%-5.3pp |
| Annual return | -17.03% | -13.85%-3.2pp | 190.81%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,448 | $1,864+31.3% | $2,560-4.4% | $2,545-3.8% |
| Participant deferral / active EE | $3,628 | $3,112+16.6% | $3,848-5.7% | $4,238-14.4% |
| Admin fee / account holder | $43 | $600-92.9% | $6,266-99.3% | $594-92.8% |