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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,310,235 | $61,338+3666.4% | $149,717+1443.1% | $71,495+3131.3% |
| Participation rate | 0.0% | 62.5%-62.5pp | 78.8%-78.8pp | 67.9%-67.9pp |
| Annual return | 15.91% | 35.86%-19.9pp | 134.41%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $5,470 | $2,381+129.7% | $4,820+13.5% | $2,589+111.2% |
| Participant deferral / active EE | $3,581 | $2,919+22.7% | $5,682-37.0% | $4,291-16.5% |
| Admin fee / account holder | $160 | $1,263-87.3% | $13,213-98.8% | $1,588-89.9% |