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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 9095 · PORTSMOUTH, NH 038029095 | Recordkeeping | $454 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,076 | $57,108-63.1% | $94,229-77.6% | $52,331-59.7% |
| Participation rate | 63.7% | 72.9%-9.2pp | 78.8%-15.0pp | 68.1%-4.4pp |
| Annual return | -1.30% | 1.47%-2.8pp | 10.68%-12.0pp | 4.54%-5.8pp |
| Employer contribution / active EE | $357 | $1,735-79.4% | $3,587-90.0% | $1,882-81.0% |
| Participant deferral / active EE | $1,696 | $3,040-44.2% | $4,320-60.7% | $3,022-43.9% |
| Admin fee / account holder | $61 | $546-88.8% | $6,269-99.0% | $592-89.6% |