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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,175 | $58,391-17.5% | $76,657-37.2% | $72,975-34.0% |
| Participation rate | 57.0% | 67.4%-10.4pp | 72.1%-15.1pp | 69.5%-12.5pp |
| Annual return | 21.73% | 2306.65%-2284.9pp | 1166.74%-1145.0pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,165 | $1,787-34.8% | $2,303-49.4% | $2,440-52.2% |
| Participant deferral / active EE | $2,277 | $2,690-15.4% | $3,335-31.7% | $3,608-36.9% |
| Admin fee / account holder | $38 | $4,014-99.1% | $6,423-99.4% | $5,124-99.3% |