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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 | $466 |
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.
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 | $23,881 | $63,924-62.6% | $108,582-78.0% | $55,167-56.7% |
| Participation rate | 61.9% | 74.3%-12.4pp | 79.6%-17.6pp | 69.0%-7.1pp |
| Annual return | 12.14% | 15.31%-3.2pp | -51.70%+63.8pp | 169.23%-157.1pp |
| Employer contribution / active EE | $448 | $1,879-76.2% | $3,758-88.1% | $1,963-77.2% |
| Participant deferral / active EE | $1,981 | $3,067-35.4% | $4,311-54.0% | $3,054-35.1% |
| Admin fee / account holder | $69 | $618-88.9% | $7,645-99.1% | $504-86.4% |