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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $28,787 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,419 | $55,470-90.2% | $155,556-96.5% | $74,478-92.7% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 24.70% | 269.80%-245.1pp | 64.84%-40.1pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $3,463 | $2,267+52.8% | $4,675-25.9% | $2,626+31.9% |
| Participant deferral / active EE | $581 | $2,838-79.5% | $5,631-89.7% | $4,350-86.6% |
| Admin fee / account holder | $109 | $1,744-93.7% | $15,885-99.3% | $1,946-94.4% |