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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,251 | $31,388-25.9% | $73,545-68.4% | $62,293-62.7% |
| Participation rate | 53.3% | 39.9%+13.5pp | 54.9%-1.6pp | 69.5%-16.2pp |
| Annual return | 17.09% | 25.34%-8.2pp | -15.16%+32.3pp | 28.90%-11.8pp |
| Employer contribution / active EE | $232 | $498-53.5% | $1,219-81.0% | $2,042-88.7% |
| Participant deferral / active EE | $1,095 | $1,028+6.4% | $1,806-39.4% | $3,169-65.5% |
| Admin fee / account holder | $258 | $299-14.0% | $2,320-88.9% | $479-46.3% |