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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $97 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,019 | $71,192-70.5% | $117,861-82.2% | $62,293-66.3% |
| Participation rate | 53.9% | 74.2%-20.3pp | 79.7%-25.7pp | 69.5%-15.6pp |
| Annual return | 16.10% | 18.66%-2.6pp | 335.11%-319.0pp | 28.90%-12.8pp |
| Employer contribution / active EE | $860 | $1,934-55.5% | $3,786-77.3% | $2,042-57.9% |
| Participant deferral / active EE | $1,323 | $3,189-58.5% | $4,482-70.5% | $3,169-58.2% |
| Admin fee / account holder | $38 | $587-93.5% | $8,021-99.5% | $479-92.0% |