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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $542 |
Filed as: JOHN HANCOCK LIFE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,703 | $55,453-69.9% | $170,442-90.2% | $62,292-73.2% |
| Participation rate | 47.8% | 66.4%-18.6pp | 83.6%-35.8pp | 69.5%-21.7pp |
| Annual return | 19.70% | 21.38%-1.7pp | 205.93%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $280 | $2,164-87.1% | $5,433-94.9% | $2,042-86.3% |
| Participant deferral / active EE | $932 | $2,303-59.5% | $4,939-81.1% | $3,169-70.6% |
| Admin fee / account holder | $162 | $455-64.5% | $13,880-98.8% | $479-66.3% |