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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,050 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,879 | $59,231-31.0% | $90,223-54.7% | $52,331-21.9% |
| Participation rate | 65.2% | 75.0%-9.8pp | 79.0%-13.9pp | 68.1%-2.9pp |
| Annual return | -1.15% | 3.53%-4.7pp | 1.31%-2.5pp | 4.54%-5.7pp |
| Employer contribution / active EE | $850 | $3,391-74.9% | $4,378-80.6% | $1,882-54.9% |
| Participant deferral / active EE | $3,398 | $4,659-27.1% | $5,792-41.3% | $3,022+12.4% |
| Admin fee / account holder | $204 | $515-60.4% | $7,406-97.2% | $592-65.5% |