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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $11,795 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,140 | $122,042-65.5% | $184,243-77.1% | $74,429-43.4% |
| Participation rate | 51.4% | 85.5%-34.1pp | 86.8%-35.4pp | 67.2%-15.8pp |
| Annual return | 0.00% | 19.91%-19.9pp | 28.82%-28.8pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $988 | $4,538-78.2% | $6,427-84.6% | $2,625-62.3% |
| Participant deferral / active EE | $4,134 | $7,143-42.1% | $9,132-54.7% | $4,348-4.9% |
| Admin fee / account holder | $160 | $1,252-87.2% | $13,914-98.8% | $1,944-91.8% |