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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,526 | $52,149-43.4% | $122,332-75.9% | $77,958-62.1% |
| Participation rate | 61.6% | 58.6%+3.0pp | 71.6%-10.1pp | 71.6%-10.1pp |
| Annual return | 11.28% | 17.75%-6.5pp | 30.27%-19.0pp | 20.87%-9.6pp |
| Employer contribution / active EE | $1,470 | $1,750-16.0% | $4,050-63.7% | $2,310-36.4% |
| Participant deferral / active EE | $1,837 | $2,114-13.1% | $3,287-44.1% | $3,537-48.1% |
| Admin fee / account holder | $88 | $93-5.5% | $5,478-98.4% | $97-9.6% |