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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,524 | $43,466+73.8% | $90,970-17.0% | $90,274-16.3% |
| Participation rate | 30.9% | 62.5%-31.6pp | 69.0%-38.1pp | 73.4%-42.4pp |
| Annual return | 12.06% | 25.26%-13.2pp | 134.58%-122.5pp | 53.97%-41.9pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,077 | $2,138-2.8% | $3,373-38.4% | $4,231-50.9% |
| Admin fee / account holder | $468 | $92+409.6% | $5,960-92.1% | $114+310.4% |