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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 | $3,825 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,213 | $101,591-49.6% | $147,096-65.2% | $74,429-31.2% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 17.49% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $613 | $3,813-83.9% | $4,936-87.6% | $2,625-76.6% |
| Participant deferral / active EE | $3,224 | $7,302-55.9% | $8,071-60.1% | $4,348-25.9% |
| Admin fee / account holder | $293 | $1,750-83.2% | $13,005-97.7% | $1,944-84.9% |