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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,979 | $46,332-65.5% | $143,799-88.9% | $64,819-75.3% |
| Participation rate | 10.4% | 64.2%-53.9pp | 80.3%-70.0pp | 71.5%-61.1pp |
| Annual return | -13.63% | -10.05%-3.6pp | -0.04%-13.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $492 | $2,647-81.4% | $5,638-91.3% | $4,311-88.6% |
| Admin fee / account holder | $16 | $154-89.6% | $14,677-99.9% | $188-91.4% |