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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $976 |
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 | $47,176 | $61,616-23.4% | $105,754-55.4% | $55,167-14.5% |
| Participation rate | 59.1% | 72.9%-13.8pp | 78.9%-19.8pp | 69.0%-9.9pp |
| Annual return | 7.37% | 11.15%-3.8pp | 12.25%-4.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $781 | $3,043-74.3% | $4,079-80.9% | $1,963-60.2% |
| Participant deferral / active EE | $2,787 | $4,213-33.9% | $5,326-47.7% | $3,054-8.8% |
| Admin fee / account holder | $242 | $379-36.0% | $8,309-97.1% | $504-51.9% |