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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. 600 · BUFFALO, FL 14201 | Recordkeeping | $1,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,812 | $84,493-68.3% | $125,381-78.6% | $66,938-59.9% |
| Participation rate | 51.9% | 76.4%-24.5pp | 82.4%-30.5pp | 69.8%-17.9pp |
| Annual return | -10.94% | -8.49%-2.4pp | 572.31%-583.2pp | 1.58%-12.5pp |
| Employer contribution / active EE | $605 | $3,554-83.0% | $4,815-87.4% | $2,545-76.2% |
| Participant deferral / active EE | $3,277 | $6,783-51.7% | $7,448-56.0% | $4,238-22.7% |
| Admin fee / account holder | $143 | $685-79.2% | $10,007-98.6% | $594-76.0% |