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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $713 |
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.
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 | $30,691 | $111,491-72.5% | $189,537-83.8% | $86,821-64.7% |
| Participation rate | 49.7% | 87.3%-37.6pp | 87.8%-38.1pp | 72.3%-22.6pp |
| Annual return | 117.58% | 83.50%+34.1pp | 555.34%-437.8pp | 97.94%+19.6pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,161-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,019 | $6,437-37.6% | $8,220-51.1% | $4,132-2.7% |
| Admin fee / account holder | $74 | $189-60.6% | $12,048-99.4% | $170-56.2% |