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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,256 | $60,165-28.1% | $74,184-41.7% | $55,167-21.6% |
| Participation rate | 65.6% | 74.2%-8.6pp | 76.6%-11.0pp | 69.0%-3.4pp |
| Annual return | 8.26% | 10.00%-1.7pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $780 | $1,600-51.2% | $2,370-67.1% | $1,963-60.2% |
| Participant deferral / active EE | $2,133 | $2,973-28.2% | $3,550-39.9% | $3,054-30.1% |
| Admin fee / account holder | $53 | $419-87.4% | $5,586-99.1% | $504-89.5% |