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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
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 | $19,949 | $42,548-53.1% | $74,549-73.2% | $56,287-64.6% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.1%-23.0pp | 69.9%-23.7pp |
| Annual return | -6.18% | 12.40%-18.6pp | 32.53%-38.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,146 | $2,277-49.7% | $3,108-63.1% | $3,350-65.8% |
| Admin fee / account holder | $18 | $467-96.1% | $5,059-99.6% | $521-96.5% |