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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 81-5475391 653 SKIPPACK PIKE · BLUE BELL, PA 19422 | Advisory (Participants) | $8,642 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $120 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,096 | $41,467-3.3% | $67,313-40.4% | $55,725-28.0% |
| Participation rate | 16.2% | 62.5%-46.3pp | 69.1%-52.9pp | 70.9%-54.7pp |
| Annual return | -6.83% | 0.82%-7.6pp | -4.08%-2.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $236 | $1,316-82.0% | $2,566-90.8% | $2,078-88.6% |
| Participant deferral / active EE | $539 | $2,399-77.5% | $3,568-84.9% | $3,356-83.9% |
| Admin fee / account holder | $169 | $102+66.0% | $4,507-96.2% | $115+47.1% |