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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,740 | $64,176-10.0% | $112,263-48.6% | $66,949-13.8% |
| Participation rate | 14.0% | 68.4%-54.4pp | 75.1%-61.1pp | 69.8%-55.8pp |
| Annual return | -15.56% | -13.80%-1.8pp | 27.49%-43.1pp | 1.57%-17.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $540 | $3,694-85.4% | $4,729-88.6% | $4,239-87.3% |
| Admin fee / account holder | $520 | $626-17.0% | $6,410-91.9% | $594-12.4% |