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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,620 | $84,236-83.8% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 60.2% | 70.8%-10.6pp | 83.6%-23.4pp | 69.5%-9.3pp |
| Annual return | 398.76% | 23.06%+375.7pp | 205.94%+192.8pp | 73.15%+325.6pp |
| Employer contribution / active EE | $910 | $3,387-73.1% | $5,432-83.2% | $2,343-61.1% |
| Participant deferral / active EE | $3,107 | $3,086+0.7% | $4,939-37.1% | $3,332-6.7% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |