Filed April 11, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $644 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,372 | $80,753-46.3% | $136,297-68.2% | $62,293-30.4% |
| Participation rate | 86.6% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 17.93% | 35.83%-17.9pp | 5156.19%-5138.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,341 | $2,884-53.5% | $4,696-71.4% | $2,042-34.3% |
| Participant deferral / active EE | $3,016 | $5,164-41.6% | $6,247-51.7% | $3,169-4.8% |
| Admin fee / account holder | $156 | $525-70.2% | $9,244-98.3% | $479-67.4% |