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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,012 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,636 | $98,982-89.3% | $162,177-93.4% | $65,185-83.7% |
| Participation rate | 66.2% | 85.8%-19.5pp | 87.6%-21.3pp | 70.2%-4.0pp |
| Annual return | 26.04% | 24.84%+1.2pp | 115.60%-89.6pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,354 | $3,467-60.9% | $5,613-75.9% | $2,177-37.8% |
| Participant deferral / active EE | $1,821 | $5,384-66.2% | $7,297-75.0% | $3,514-48.2% |
| Admin fee / account holder | $116 | $596-80.6% | $10,843-98.9% | $847-86.4% |