Filed November 5, 2021
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 601 CONGRESS ST · BOSTON, MA 02210 | Recordkeeping | $425 |
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,953 | $66,302-82.0% | $110,243-89.2% | $56,287-78.8% |
| Participation rate | 73.5% | 74.9%-1.4pp | 79.8%-6.3pp | 69.9%+3.6pp |
| Annual return | -8.66% | -1.18%-7.5pp | 314.76%-323.4pp | -9.96%+1.3pp |
| Employer contribution / active EE | $792 | $2,047-61.3% | $3,827-79.3% | $2,111-62.5% |
| Participant deferral / active EE | $2,285 | $3,381-32.4% | $4,672-51.1% | $3,350-31.8% |
| Admin fee / account holder | $186 | $698-73.4% | $8,548-97.8% | $521-64.3% |