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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,849 |
QBI, LLC1 year Service code 13 114 PACIFICA · IRVINE, CA 92618 | Contract Administrator | $17 |
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.
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 | $34,161 | $56,443-39.5% | $83,831-59.3% | $55,725-38.7% |
| Participation rate | 6.3% | 72.0%-65.7pp | 76.1%-69.8pp | 70.9%-64.5pp |
| Annual return | -6.76% | 393.67%-400.4pp | 850.99%-857.7pp | 244.93%-251.7pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $378 | $2,965-87.3% | $4,082-90.7% | $3,356-88.7% |
| Admin fee / account holder | $136 | $156-12.9% | $5,479-97.5% | $115+18.1% |