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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,222 |
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 | $14,456 | $62,267-76.8% | $110,243-86.9% | $55,725-74.1% |
| Participation rate | 61.5% | 78.1%-16.6pp | 79.8%-18.3pp | 70.9%-9.3pp |
| Annual return | -4.78% | -1.07%-3.7pp | 314.76%-319.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $965 | $1,941-50.3% | $3,827-74.8% | $2,078-53.6% |
| Participant deferral / active EE | $1,244 | $3,516-64.6% | $4,672-73.4% | $3,356-62.9% |
| Admin fee / account holder | $135 | $121+11.8% | $8,548-98.4% | $115+17.4% |