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 | $225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,878 | $81,474-73.1% | $133,956-83.7% | $73,488-70.2% |
| Participation rate | 76.4% | 76.4%0pp | 79.8%-3.5pp | 70.7%+5.7pp |
| Annual return | 17.94% | 19.40%-1.5pp | 45.09%-27.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $874 | $2,209-60.5% | $3,919-77.7% | $2,270-61.5% |
| Participant deferral / active EE | $2,901 | $3,786-23.4% | $5,048-42.5% | $3,740-22.4% |
| Admin fee / account holder | $161 | $713-77.4% | $8,927-98.2% | $513-68.6% |