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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,175 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,024 | $47,135-85.1% | $149,717-95.3% | $74,440-90.6% |
| Participation rate | 85.8% | 63.4%+22.4pp | 78.8%+7.0pp | 70.7%+15.1pp |
| Annual return | 25.22% | 22.75%+2.5pp | 134.41%-109.2pp | 34.37%-9.1pp |
| Employer contribution / active EE | $258 | $1,906-86.5% | $4,820-94.6% | $2,638-90.2% |
| Participant deferral / active EE | $4,380 | $2,728+60.5% | $5,682-22.9% | $4,529-3.3% |
| Admin fee / account holder | $71 | $343-79.3% | $13,213-99.5% | $348-79.6% |