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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 52-2237955 | Advisory (Participants) | $14,533 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $687 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,381 | $91,179-71.1% | $178,499-85.2% | $79,852-67.0% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | -21.40% | 24.19%-45.6pp | 151.10%-172.5pp | 31.72%-53.1pp |
| Employer contribution / active EE | $29,071 | $3,256+792.9% | $5,011+480.1% | $2,471+1076.5% |
| Participant deferral / active EE | $11,005 | $3,236+240.1% | $5,202+111.5% | $3,740+194.2% |
| Admin fee / account holder | $17 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |