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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $657 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,014 | $100,060-35.0% | $149,721-56.6% | $70,126-7.3% |
| Participation rate | 88.2% | 83.6%+4.7pp | 87.1%+1.2pp | 69.5%+18.7pp |
| Annual return | 22.91% | 27.46%-4.6pp | 1501.67%-1478.8pp | 73.15%-50.2pp |
| Employer contribution / active EE | $746 | $3,661-79.6% | $5,444-86.3% | $2,343-68.2% |
| Participant deferral / active EE | $4,334 | $4,982-13.0% | $6,568-34.0% | $3,332+30.1% |
| Admin fee / account holder | $105 | $8,285-98.7% | $11,282-99.1% | $4,645-97.7% |