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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $932 |
Annual investment return 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 | $22,911 | $42,772-46.4% | $87,502-73.8% | $55,167-58.5% |
| Participation rate | 93.2% | 66.5%+26.7pp | 73.8%+19.3pp | 69.0%+24.2pp |
| Annual return | 4.57% | 21.20%-16.6pp | 12.21%-7.6pp | 169.23%-164.7pp |
| Employer contribution / active EE | $637 | $1,277-50.1% | $2,550-75.0% | $1,963-67.5% |
| Participant deferral / active EE | $2,198 | $2,342-6.1% | $3,149-30.2% | $3,054-28.0% |
| Admin fee / account holder | $98 | $461-78.7% | $4,221-97.7% | $504-80.5% |