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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $112 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,378 | $63,114-63.0% | $92,909-74.8% | $65,185-64.1% |
| Participation rate | 35.0% | 68.8%-33.7pp | 76.0%-41.0pp | 70.2%-35.2pp |
| Annual return | 19.41% | 28.75%-9.3pp | 109.44%-90.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,042 | $3,108-66.5% | $4,238-75.4% | $3,514-70.3% |
| Admin fee / account holder | $314 | $624-49.7% | $5,795-94.6% | $847-63.0% |