Filed December 7, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,049 | $43,075-39.5% | $74,577-65.1% | $62,881-58.6% |
| Participation rate | 61.4% | 58.1%+3.4pp | 68.1%-6.7pp | 69.3%-7.9pp |
| Annual return | 9.35% | 17.50%-8.1pp | 20.47%-11.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $851 | $1,498-43.2% | $2,525-66.3% | $2,281-62.7% |
| Participant deferral / active EE | $5,991 | $2,389+150.7% | $3,458+73.2% | $3,203+87.0% |
| Admin fee / account holder | $39 | $2,840-98.6% | $4,138-99.0% | $4,296-99.1% |