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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,642 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,569 | $65,092-85.3% | $143,799-93.3% | $66,938-85.7% |
| Participation rate | 93.4% | 65.2%+28.2pp | 80.3%+13.1pp | 69.8%+23.6pp |
| Annual return | -18.87% | -11.14%-7.7pp | -0.04%-18.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $609 | $2,362-74.2% | $4,952-87.7% | $2,545-76.1% |
| Participant deferral / active EE | $1,620 | $2,920-44.5% | $5,638-71.3% | $4,238-61.8% |
| Admin fee / account holder | $99 | $502-80.3% | $14,677-99.3% | $594-83.4% |