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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 52-2237955 | Advisory (Participants) | $11,584 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,270 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,535 | $52,961-55.6% | $172,752-86.4% | $65,185-63.9% |
| Participation rate | 98.8% | 66.2%+32.6pp | 82.6%+16.2pp | 70.2%+28.6pp |
| Annual return | 59.80% | 30.12%+29.7pp | 802.97%-743.2pp | 29.38%+30.4pp |
| Employer contribution / active EE | $5,070 | $2,190+131.5% | $5,144-1.4% | $2,177+132.9% |
| Participant deferral / active EE | $4,626 | $2,471+87.2% | $5,198-11.0% | $3,514+31.6% |
| Admin fee / account holder | $63 | $472-86.7% | $13,955-99.6% | $847-92.6% |