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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $6,795 | $31,388-78.3% | $73,545-90.8% | $62,293-89.1% |
| Participation rate | 36.9% | 39.9%-3.0pp | 54.9%-18.0pp | 69.5%-32.6pp |
| Annual return | 26.53% | 25.34%+1.2pp | -15.16%+41.7pp | 28.90%-2.4pp |
| Employer contribution / active EE | $351 | $498-29.6% | $1,219-71.2% | $2,042-82.8% |
| Participant deferral / active EE | $914 | $1,028-11.1% | $1,806-49.4% | $3,169-71.1% |
| Admin fee / account holder | $57 | $299-80.8% | $2,320-97.5% | $479-88.0% |