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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,245 |
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 | $46,717 | $84,493-44.7% | $125,381-62.7% | $66,938-30.2% |
| Participation rate | 70.7% | 76.4%-5.7pp | 82.4%-11.7pp | 69.8%+0.9pp |
| Annual return | -11.22% | -8.49%-2.7pp | 572.31%-583.5pp | 1.58%-12.8pp |
| Employer contribution / active EE | $1,873 | $3,554-47.3% | $4,815-61.1% | $2,545-26.4% |
| Participant deferral / active EE | $3,793 | $6,783-44.1% | $7,448-49.1% | $4,238-10.5% |
| Admin fee / account holder | $205 | $685-70.1% | $10,007-98.0% | $594-65.5% |