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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $144 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,377 | $58,895-68.8% | $178,503-89.7% | $73,497-75.0% |
| Participation rate | 27.1% | 66.2%-39.2pp | 81.9%-54.9pp | 70.7%-43.6pp |
| Annual return | 18.01% | 24.86%-6.9pp | 151.12%-133.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $365 | $2,236-83.7% | $5,011-92.7% | $2,270-83.9% |
| Participant deferral / active EE | $683 | $2,567-73.4% | $5,202-86.9% | $3,740-81.7% |
| Admin fee / account holder | $239 | $400-40.3% | $13,987-98.3% | $513-53.4% |