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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $713 |
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 | $186,394 | $47,977+288.5% | $154,111+20.9% | $56,287+231.1% |
| Participation rate | 89.9% | 66.2%+23.7pp | 83.0%+6.8pp | 69.9%+20.0pp |
| Annual return | -6.00% | 3.54%-9.5pp | 735.18%-741.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $7,526 | $2,169+247.0% | $5,298+42.0% | $2,111+256.5% |
| Participant deferral / active EE | $4,803 | $2,392+100.8% | $5,081-5.5% | $3,350+43.4% |
| Admin fee / account holder | $55 | $438-87.5% | $13,411-99.6% | $521-89.5% |