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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,016 |
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 | $18,847 | $60,545-68.9% | $92,239-79.6% | $69,631-72.9% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.5%-1.5pp | 70.7%+4.3pp |
| Annual return | 16.68% | 19.71%-3.0pp | 176.29%-159.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $4,602 | $2,633+74.8% | $3,680+25.1% | $2,032+126.5% |
| Participant deferral / active EE | $1,130 | $2,828-60.0% | $3,897-71.0% | $3,224-64.9% |
| Admin fee / account holder | $116 | $145-20.1% | $5,194-97.8% | $110+4.8% |