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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 12 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Claims processing | $5,853 |
Service code 49 · EIN 93-0998477 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $340 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,344 | $51,466-52.7% | $78,778-69.1% | $62,293-60.9% |
| Participation rate | 14.5% | 59.8%-45.3pp | 69.2%-54.7pp | 69.5%-55.0pp |
| Annual return | 16.17% | 19.96%-3.8pp | 35.62%-19.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $857 | $2,147-60.1% | $2,958-71.0% | $3,169-73.0% |
| Admin fee / account holder | $286 | $489-41.6% | $5,134-94.4% | $479-40.4% |