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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO Service code 15 · EIN 01-0233346 | Recordkeeping | $9,876 |
Employer 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.
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 | $17,577 | $82,546-78.7% | $140,019-87.4% | $75,289-76.7% |
| Participation rate | 90.0% | 88.4%+1.7pp | 87.5%+2.5pp | 72.4%+17.6pp |
| Annual return | -4.75% | -0.36%-4.4pp | 651.17%-655.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $453 | $3,856-88.3% | $5,605-91.9% | $2,405-81.2% |
| Participant deferral / active EE | $3,451 | $5,731-39.8% | $6,927-50.2% | $3,739-7.7% |
| Admin fee / account holder | $115 | $86+34.1% | $10,705-98.9% | $102+12.4% |