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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $582 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,129 | $50,498-79.9% | $75,784-86.6% | $55,191-81.6% |
| Participation rate | 74.9% | 69.4%+5.5pp | 75.8%-0.9pp | 69.2%+5.8pp |
| Annual return | -1.29% | 1.80%-3.1pp | 9.68%-11.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $240 | $2,589-90.7% | $3,652-93.4% | $3,046-92.1% |
| Admin fee / account holder | $60 | $123-51.2% | $5,300-98.9% | $91-33.9% |