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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,465 | $59,263-28.3% | $96,562-56.0% | $79,386-46.5% |
| Participation rate | 36.2% | 61.9%-25.7pp | 69.8%-33.6pp | 70.7%-34.5pp |
| Annual return | 11.25% | 27.07%-15.8pp | 37.78%-26.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,224 | $2,948-24.6% | $3,849-42.2% | $4,046-45.0% |
| Admin fee / account holder | $9 | $658-98.7% | $6,181-99.9% | $626-98.6% |