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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,577 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,782 | $59,312-68.3% | $149,723-87.5% | $103,590-81.9% |
| Participation rate | 5.9% | 70.3%-64.4pp | 78.8%-72.9pp | 73.3%-67.4pp |
| Annual return | 16.66% | 78.03%-61.4pp | 134.50%-117.8pp | 33.13%-16.5pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,213-100.0% |
| Participant deferral / active EE | $330 | $3,719-91.1% | $5,682-94.2% | $5,214-93.7% |
| Admin fee / account holder | $48 | $103-53.4% | $13,215-99.6% | $114-58.1% |