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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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 | $13,947 | $42,546-67.2% | $71,796-80.6% | $55,167-74.7% |
| Participation rate | 44.9% | 59.1%-14.2pp | 69.1%-24.2pp | 69.0%-24.1pp |
| Annual return | 14.25% | 12.36%+1.9pp | 78.04%-63.8pp | 169.23%-155.0pp |
| Employer contribution / active EE | $467 | $803-41.9% | $1,924-75.7% | $1,963-76.2% |
| Participant deferral / active EE | $764 | $2,064-63.0% | $2,794-72.7% | $3,054-75.0% |
| Admin fee / account holder | $108 | $650-83.3% | $4,815-97.8% | $504-78.5% |