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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 | $42 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,762 | $99,957-35.2% | $149,745-56.8% | $73,497-11.9% |
| Participation rate | 30.8% | 75.7%-44.9pp | 82.5%-51.7pp | 70.7%-39.9pp |
| Annual return | 13.17% | 53.87%-40.7pp | 276.72%-263.6pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,653 | $6,073-6.9% | $6,843-17.4% | $3,740+51.1% |
| Admin fee / account holder | $378 | $551-31.4% | $9,312-95.9% | $513-26.4% |