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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $8,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $4,010 | $53,204-92.5% | $155,556-97.4% | $200,096-98.0% |
| Participation rate | 12.8% | 64.1%-51.3pp | 78.2%-65.4pp | 72.0%-59.2pp |
| Annual return | 38.13% | 41.02%-2.9pp | 64.84%-26.7pp | 34.26%+3.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $338 | $3,163-89.3% | $5,631-94.0% | $5,090-93.4% |
| Admin fee / account holder | $48 | $186-74.1% | $15,885-99.7% | $269-82.1% |