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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233334 | Recordkeeping | $5,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,499 | $331,159-91.4% | $112,923-74.8% | $74,473-61.7% |
| Participation rate | 67.9% | 81.4%-13.5pp | 80.5%-12.6pp | 70.7%-2.8pp |
| Annual return | 58.72% | 21.62%+37.1pp | 34.13%+24.6pp | 34.36%+24.4pp |
| Employer contribution / active EE | $2,973 | $5,469-45.6% | $4,570-34.9% | $2,638+12.7% |
| Participant deferral / active EE | $5,795 | $8,097-28.4% | $6,520-11.1% | $4,530+27.9% |
| Admin fee / account holder | $30 | $281-89.3% | $7,046-99.6% | $347-91.4% |