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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 | $7,485 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,670 | $50,150-94.7% | $149,723-98.2% | $80,169-96.7% |
| Participation rate | 15.6% | 64.3%-48.7pp | 78.8%-63.1pp | 72.9%-57.3pp |
| Annual return | 24.18% | 29.80%-5.6pp | 134.50%-110.3pp | 40.39%-16.2pp |
| Employer contribution / active EE | $0 | $1,868-100.0% | $4,821-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $319 | $3,195-90.0% | $5,682-94.4% | $5,016-93.6% |
| Admin fee / account holder | $30 | $153-80.3% | $13,215-99.8% | $145-79.2% |