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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $68 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,810 | $63,924-75.3% | $108,582-85.4% | $55,167-71.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 79.6%-29.6pp | 69.0%-19.0pp |
| Annual return | 6.20% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $743 | $1,879-60.5% | $3,758-80.2% | $1,963-62.1% |
| Participant deferral / active EE | $1,478 | $3,067-51.8% | $4,311-65.7% | $3,054-51.6% |
| Admin fee / account holder | $123 | $618-80.1% | $7,645-98.4% | $504-75.6% |