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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,250 | $62,723-72.5% | $142,863-87.9% | $86,799-80.1% |
| Participation rate | 23.0% | 62.6%-39.6pp | 71.9%-48.9pp | 72.3%-49.3pp |
| Annual return | 22.00% | 17.62%+4.4pp | 5637.54%-5615.5pp | 97.91%-75.9pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,144-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $453 | $3,039-85.1% | $3,837-88.2% | $4,131-89.0% |
| Admin fee / account holder | $6 | $140-95.9% | $6,560-99.9% | $170-96.7% |