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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $865 |
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 | $218,199 | $55,453+293.5% | $170,435+28.0% | $62,293+250.3% |
| Participation rate | 79.4% | 66.4%+13.0pp | 83.6%-4.2pp | 69.5%+9.8pp |
| Annual return | 17.97% | 21.38%-3.4pp | 205.94%-188.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $7,285 | $2,164+236.7% | $5,432+34.1% | $2,042+256.7% |
| Participant deferral / active EE | $4,539 | $2,303+97.1% | $4,939-8.1% | $3,169+43.2% |
| Admin fee / account holder | $99 | $455-78.1% | $13,881-99.3% | $479-79.2% |