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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 | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,227 | $80,753-44.0% | $136,298-66.8% | $62,293-27.4% |
| Participation rate | 25.9% | 73.5%-47.7pp | 81.9%-56.1pp | 69.5%-43.6pp |
| Annual return | 16.94% | 35.83%-18.9pp | 5156.27%-5139.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,081 | $5,164-21.0% | $6,247-34.7% | $3,169+28.8% |
| Admin fee / account holder | $255 | $525-51.5% | $9,244-97.2% | $479-46.8% |