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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,416 | $42,582-40.3% | $171,082-85.1% | $57,658-55.9% |
| Participation rate | 51.8% | 63.9%-12.1pp | 76.7%-24.9pp | 70.2%-18.4pp |
| Annual return | 10.54% | 308.67%-298.1pp | 32.56%-22.0pp | 5.13%+5.4pp |
| Employer contribution / active EE | $647 | $1,306-50.4% | $4,002-83.8% | $1,974-67.2% |
| Participant deferral / active EE | $2,185 | $2,933-25.5% | $4,797-54.5% | $3,061-28.6% |
| Admin fee / account holder | $19 | $82-76.5% | $8,520-99.8% | $95-79.5% |