Filed August 25, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,781 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,842 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,240 | $132,049-72.6% | $200,582-81.9% | $74,304-51.2% |
| Participation rate | 91.1% | 84.1%+7.1pp | 86.9%+4.2pp | 60.3%+30.8pp |
| Annual return | 18.33% | 22.22%-3.9pp | 42.33%-24.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $792 | $4,558-82.6% | $6,419-87.7% | $2,241-64.7% |
| Participant deferral / active EE | $4,362 | $7,213-39.5% | $9,331-53.2% | $3,767+15.8% |
| Admin fee / account holder | $169 | $2,405-93.0% | $16,305-99.0% | $2,969-94.3% |