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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-1735188 | Other Fees | $1,809 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,086 | $155,795-70.4% | $136,298-66.2% | $69,631-33.8% |
| Participation rate | 66.3% | 75.2%-8.9pp | 81.9%-15.6pp | 70.7%-4.4pp |
| Annual return | 27.00% | 232464.33%-232437.3pp | 5156.27%-5129.3pp | 27571.02%-27544.0pp |
| Employer contribution / active EE | $991 | $2,991-66.9% | $4,696-78.9% | $2,032-51.2% |
| Participant deferral / active EE | $3,261 | $5,394-39.5% | $6,247-47.8% | $3,224+1.2% |
| Admin fee / account holder | $9 | $128-93.0% | $9,244-99.9% | $110-91.9% |