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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,017 | $26,549-84.9% | $61,452-93.5% | $66,938-94.0% |
| Participation rate | 9.4% | 38.1%-28.7pp | 52.6%-43.2pp | 69.8%-60.4pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.96%-339.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $177 | $651-72.8% | $1,160-84.7% | $2,545-93.0% |
| Participant deferral / active EE | $260 | $1,338-80.6% | $2,125-87.8% | $4,238-93.9% |
| Admin fee / account holder | $98 | $409-76.0% | $2,131-95.4% | $594-83.5% |