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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $73,102-100.0% | $123,553-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 82.3%-82.3pp | 69.9%-69.9pp |
| Annual return | -8.38% | 3.01%-11.4pp | 119.21%-127.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,845 | $2,977-38.0% | $4,628-60.1% | $2,111-12.6% |
| Participant deferral / active EE | $3,016 | $5,423-44.4% | $6,426-53.1% | $3,350-10.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |