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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,800 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,791 | $79,779-70.2% | $153,741-84.5% | $74,478-68.1% |
| Participation rate | 19.5% | 69.9%-50.4pp | 77.1%-57.6pp | 67.2%-47.7pp |
| Annual return | 13.71% | 15.08%-1.4pp | 15.71%-2.0pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $4,804 | $4,026+19.3% | $5,042-4.7% | $2,626+82.9% |
| Participant deferral / active EE | $5,855 | $5,329+9.9% | $6,757-13.3% | $4,350+34.6% |
| Admin fee / account holder | $116 | $1,761-93.4% | $12,749-99.1% | $1,946-94.1% |