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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,879 | $75,183-47.0% | $123,894-67.8% | $55,167-27.7% |
| Participation rate | 69.0% | 72.8%-3.8pp | 81.4%-12.4pp | 69.0%0pp |
| Annual return | 10.85% | 19.01%-8.2pp | 47.52%-36.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $1,870 | $2,823-33.8% | $4,617-59.5% | $1,963-4.7% |
| Participant deferral / active EE | $3,563 | $5,084-29.9% | $5,984-40.5% | $3,054+16.7% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.1% |