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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $252 |
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 | $17,623 | $50,106-64.8% | $69,779-74.7% | $57,658-69.4% |
| Participation rate | 67.9% | 70.9%-3.0pp | 71.8%-3.9pp | 70.2%-2.3pp |
| Annual return | 7.97% | 14.58%-6.6pp | 12.99%-5.0pp | 5.13%+2.8pp |
| Employer contribution / active EE | $338 | $1,739-80.6% | $2,338-85.6% | $1,974-82.9% |
| Participant deferral / active EE | $2,270 | $2,486-8.7% | $2,931-22.6% | $3,061-25.8% |
| Admin fee / account holder | $102 | $89+14.7% | $4,381-97.7% | $95+8.2% |