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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,838 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 26 · EIN 22-3570392 | Advisory (Participants) | $0 |
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 | $12,520 | $37,196-66.3% | $154,111-91.9% | $55,725-77.5% |
| Participation rate | 82.7% | 64.1%+18.6pp | 83.0%-0.4pp | 70.9%+11.8pp |
| Annual return | -1.89% | 1319.68%-1321.6pp | 735.18%-737.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $2,417 | $1,614+49.7% | $5,298-54.4% | $2,078+16.3% |
| Participant deferral / active EE | $4,038 | $2,068+95.3% | $5,081-20.5% | $3,356+20.3% |
| Admin fee / account holder | $11 | $102-89.2% | $13,411-99.9% | $115-90.4% |