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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $967 |
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.
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 | $9,271 | $80,753-88.5% | $136,298-93.2% | $62,293-85.1% |
| Participation rate | 46.6% | 73.5%-27.0pp | 81.9%-35.4pp | 69.5%-23.0pp |
| Annual return | 19.41% | 35.83%-16.4pp | 5156.27%-5136.9pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,636 | $5,164-29.6% | $6,247-41.8% | $3,169+14.7% |
| Admin fee / account holder | $64 | $525-87.8% | $9,244-99.3% | $479-86.6% |