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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $625 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,203 | $89,370-57.3% | $141,197-72.9% | $72,976-47.6% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 24.10% | 111.88%-87.8pp | 71.41%-47.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $682 | $3,115-78.1% | $4,736-85.6% | $2,440-72.1% |
| Participant deferral / active EE | $5,365 | $5,419-1.0% | $6,710-20.0% | $3,608+48.7% |
| Admin fee / account holder | $23 | $5,957-99.6% | $10,265-99.8% | $5,124-99.5% |