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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 | $0 |
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 | $40,232 | $80,177-49.8% | $123,894-67.5% | $57,658-30.2% |
| Participation rate | 19.9% | 74.4%-54.6pp | 81.4%-61.5pp | 70.2%-50.3pp |
| Annual return | 10.57% | 17.90%-7.3pp | 47.52%-36.9pp | 5.13%+5.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,809 | $5,130-45.2% | $5,984-53.1% | $3,061-8.2% |
| Admin fee / account holder | $222 | $106+108.8% | $8,357-97.3% | $95+134.8% |