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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $175 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,803 | $69,383-51.3% | $101,275-66.6% | $73,497-54.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 16.85% | 18.46%-1.6pp | 46.48%-29.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,104 | $2,628-19.9% | $3,660-42.5% | $2,270-7.3% |
| Participant deferral / active EE | $1,754 | $3,301-46.9% | $4,371-59.9% | $3,740-53.1% |
| Admin fee / account holder | $259 | $704-63.2% | $5,948-95.6% | $513-49.5% |