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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $710 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,482 | $25,302+40.2% | $74,723-52.5% | $67,582-47.5% |
| Participation rate | 16.0% | 37.8%-21.8pp | 54.5%-38.4pp | 71.3%-55.3pp |
| Annual return | 15.62% | 10291.17%-10275.5pp | 753.18%-737.6pp | 378.57%-363.0pp |
| Employer contribution / active EE | $171 | $446-61.8% | $1,084-84.3% | $2,148-92.1% |
| Participant deferral / active EE | $599 | $954-37.2% | $1,962-69.5% | $3,539-83.1% |
| Admin fee / account holder | $243 | $108+125.9% | $3,335-92.7% | $142+70.9% |