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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,010 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,518 | $66,180-13.1% | $118,746-51.6% | $62,293-7.7% |
| Participation rate | 57.4% | 71.3%-13.9pp | 78.3%-20.8pp | 69.5%-12.1pp |
| Annual return | 13.28% | 60.89%-47.6pp | 24.54%-11.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $808 | $3,183-74.6% | $4,193-80.7% | $2,042-60.4% |
| Participant deferral / active EE | $2,691 | $4,247-36.6% | $5,332-49.5% | $3,169-15.1% |
| Admin fee / account holder | $283 | $753-62.5% | $10,720-97.4% | $479-41.1% |