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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $182,773 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $49,945 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $9,700 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,054 | $130,052-97.7% | $86,698-96.5% | $77,906-96.1% |
| Participation rate | 61.9% | 85.9%-24.0pp | 76.6%-14.6pp | 73.7%-11.8pp |
| Annual return | 68.16% | -12.73%+80.9pp | 35.95%+32.2pp | 12.16%+56.0pp |
| Employer contribution / active EE | $0 | $3,214-100.0% | $2,837-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $697 | $5,741-87.9% | $4,656-85.0% | $4,805-85.5% |
| Admin fee / account holder | $59 | $132-55.6% | $7,493-99.2% | $133-55.9% |