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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0752696 | Advisory (Participants) | $11,491 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,666 | $61,356-61.4% | $149,696-84.2% | $71,511-66.9% |
| Participation rate | 54.2% | 62.5%-8.3pp | 78.8%-24.5pp | 67.9%-13.7pp |
| Annual return | 11.50% | 35.86%-24.4pp | 134.46%-123.0pp | 28.86%-17.4pp |
| Employer contribution / active EE | $456 | $2,382-80.9% | $4,821-90.5% | $2,589-82.4% |
| Participant deferral / active EE | $1,695 | $2,920-41.9% | $5,682-70.2% | $4,291-60.5% |
| Admin fee / account holder | $251 | $1,263-80.1% | $13,212-98.1% | $1,588-84.2% |