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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
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 | $7,119 | $65,125-89.1% | $143,797-95.0% | $66,949-89.4% |
| Participation rate | 87.3% | 65.2%+22.1pp | 80.3%+7.0pp | 69.8%+17.5pp |
| Annual return | -15.93% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $1,119 | $2,362-52.6% | $4,952-77.4% | $2,545-56.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $53 | $503-89.5% | $14,679-99.6% | $594-91.1% |