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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $10,796 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $9,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,675 | $86,655-60.0% | $119,622-71.0% | $66,938-48.2% |
| Participation rate | 51.8% | 75.6%-23.8pp | 79.3%-27.5pp | 69.8%-18.0pp |
| Annual return | -17.25% | -8.00%-9.2pp | -14.98%-2.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $701 | $2,536-72.3% | $4,232-83.4% | $2,545-72.4% |
| Participant deferral / active EE | $2,347 | $4,358-46.1% | $5,601-58.1% | $4,238-44.6% |
| Admin fee / account holder | $152 | $755-79.9% | $10,328-98.5% | $594-74.4% |