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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,640 | $78,419-66.0% | $133,978-80.1% | $73,412-63.7% |
| Participation rate | 46.8% | 78.6%-31.8pp | 79.8%-33.1pp | 72.2%-25.4pp |
| Annual return | 14.21% | 33.35%-19.1pp | 45.10%-30.9pp | 59.30%-45.1pp |
| Employer contribution / active EE | $813 | $2,044-60.2% | $3,919-79.3% | $2,234-63.6% |
| Participant deferral / active EE | $1,065 | $3,925-72.9% | $5,047-78.9% | $3,806-72.0% |
| Admin fee / account holder | $198 | $161+23.0% | $8,930-97.8% | $158+25.7% |