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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $76,439 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,735 | $72,066-56.0% | $81,716-61.2% | $90,274-64.8% |
| Participation rate | 39.4% | 78.9%-39.5pp | 72.0%-32.6pp | 73.4%-33.9pp |
| Annual return | 15.90% | 15.92%0pp | 29.49%-13.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $227 | $2,335-90.3% | $4,310-94.7% | $2,523-91.0% |
| Participant deferral / active EE | $1,571 | $3,557-55.8% | $7,108-77.9% | $4,231-62.9% |
| Admin fee / account holder | $78 | $92-15.2% | $5,159-98.5% | $114-31.3% |