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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $540 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,592 | $63,768-6.5% | $98,477-39.5% | $79,393-24.9% |
| Participation rate | 23.6% | 69.9%-46.3pp | 73.3%-49.7pp | 70.7%-47.1pp |
| Annual return | 13.51% | 626.18%-612.7pp | 1493.59%-1480.1pp | 116.87%-103.4pp |
| Employer contribution / active EE | $512 | $2,558-80.0% | $2,961-82.7% | $2,428-78.9% |
| Participant deferral / active EE | $861 | $3,305-73.9% | $4,276-79.9% | $4,046-78.7% |
| Admin fee / account holder | $45 | $516-91.2% | $5,951-99.2% | $627-92.7% |