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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,861 | $82,979-56.8% | $102,412-65.0% | $77,736-53.9% |
| Participation rate | 23.0% | 71.5%-48.6pp | 74.5%-51.5pp | 70.6%-47.6pp |
| Annual return | 14.75% | 19.11%-4.4pp | 24.94%-10.2pp | 31.26%-16.5pp |
| Employer contribution / active EE | $750 | $3,554-78.9% | $3,870-80.6% | $2,728-72.5% |
| Participant deferral / active EE | $1,795 | $4,109-56.3% | $5,060-64.5% | $4,651-61.4% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |