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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,366 |
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.
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 | $8,302 | $52,961-84.3% | $172,752-95.2% | $65,185-87.3% |
| Participation rate | 12.3% | 66.2%-53.9pp | 82.6%-70.4pp | 70.2%-57.9pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.97%-803.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $370 | $2,190-83.1% | $5,144-92.8% | $2,177-83.0% |
| Participant deferral / active EE | $680 | $2,471-72.5% | $5,198-86.9% | $3,514-80.6% |
| Admin fee / account holder | $51 | $472-89.3% | $13,955-99.6% | $847-94.0% |