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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $5,265 |
MMA SECURITIES LLC2 years 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 | $16,081 | $62,928-74.4% | $172,755-90.7% | $67,579-76.2% |
| Participation rate | 90.5% | 64.5%+26.1pp | 82.6%+7.9pp | 71.3%+19.2pp |
| Annual return | 37.50% | 30.36%+7.1pp | 802.94%-765.4pp | 378.56%-341.1pp |
| Employer contribution / active EE | $2,491 | $1,636+52.2% | $5,144-51.6% | $2,148+16.0% |
| Participant deferral / active EE | $4,237 | $2,145+97.6% | $5,198-18.5% | $3,539+19.7% |
| Admin fee / account holder | $19 | $167-88.5% | $13,955-99.9% | $142-86.5% |