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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $238 |
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 | $133,634 | $65,092+105.3% | $143,799-7.1% | $66,938+99.6% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | -15.71% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $6,448 | $2,362+173.0% | $4,952+30.2% | $2,545+153.3% |
| Participant deferral / active EE | $3,826 | $2,920+31.0% | $5,638-32.1% | $4,238-9.7% |
| Admin fee / account holder | $7 | $502-98.6% | $14,677-100.0% | $594-98.8% |