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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $418 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,020 | $71,883+8.5% | $86,677-10.0% | $68,494+13.9% |
| Participation rate | 89.4% | 72.2%+17.2pp | 76.6%+12.8pp | 67.9%+21.5pp |
| Annual return | -14.39% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,638 | $3,779-56.7% | $4,656-64.8% | $4,027-59.3% |
| Admin fee / account holder | $33 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |