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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 894109 · LOS ANGELES, CA 901894109 | Recordkeeping | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,081 | $88,324-56.9% | $115,038-66.9% | $55,191-31.0% |
| Participation rate | 17.3% | 72.5%-55.2pp | 81.4%-64.0pp | 69.2%-51.8pp |
| Annual return | 0.60% | 6.30%-5.7pp | 26.14%-25.5pp | 10.78%-10.2pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,316 | $5,042-54.1% | $6,026-61.6% | $3,046-24.0% |
| Admin fee / account holder | $245 | $105+132.4% | $8,175-97.0% | $91+169.8% |