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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $5,355 | $48,064-88.9% | $78,778-93.2% | $69,631-92.3% |
| Participation rate | 30.5% | 61.6%-31.0pp | 69.2%-38.7pp | 70.7%-40.1pp |
| Annual return | 15.03% | 21.81%-6.8pp | 35.62%-20.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $596 | $2,079-71.3% | $2,958-79.9% | $3,224-81.5% |
| Admin fee / account holder | $171 | $152+12.8% | $5,134-96.7% | $110+55.2% |