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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,561 | $39,458+35.7% | $60,547-11.5% | $55,191-3.0% |
| Participation rate | 40.2% | 59.6%-19.4pp | 68.0%-27.8pp | 69.2%-29.0pp |
| Annual return | 0.35% | 3.35%-3.0pp | 335.64%-335.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $989 | $1,210-18.2% | $2,419-59.1% | $1,899-47.9% |
| Participant deferral / active EE | $1,950 | $2,140-8.9% | $3,328-41.4% | $3,046-36.0% |
| Admin fee / account holder | $19 | $95-80.4% | $4,536-99.6% | $91-79.4% |