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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $105,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,153 | $115,744-53.2% | $100,392-46.1% | $199,960-72.9% |
| Participation rate | 65.1% | 85.7%-20.6pp | 81.5%-16.4pp | 72.0%-6.9pp |
| Annual return | 16.53% | 17.79%-1.3pp | 49.45%-32.9pp | 34.28%-17.8pp |
| Employer contribution / active EE | $73 | $3,657-98.0% | $3,941-98.2% | $3,036-97.6% |
| Participant deferral / active EE | $4,929 | $9,844-49.9% | $8,090-39.1% | $5,087-3.1% |
| Admin fee / account holder | $99 | $93+6.5% | $7,904-98.7% | $269-63.3% |