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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,043 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $147 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,042 | $74,347-74.4% | $93,621-79.7% | $67,582-71.8% |
| Participation rate | 81.6% | 80.6%+1.0pp | 75.8%+5.8pp | 71.3%+10.3pp |
| Annual return | 26.68% | 28.07%-1.4pp | 32.76%-6.1pp | 378.57%-351.9pp |
| Employer contribution / active EE | $2,067 | $2,583-20.0% | $2,719-24.0% | $2,148-3.8% |
| Participant deferral / active EE | $2,397 | $4,060-41.0% | $4,070-41.1% | $3,539-32.3% |
| Admin fee / account holder | $18 | $123-85.0% | $7,890-99.8% | $142-87.1% |