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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 52-2237955 | Advisory (Participants) | $7,904 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,555 | $167,362-89.5% | $143,799-87.8% | $134,532-87.0% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -15.58% | 0.47%-16.1pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $5,852 | $5,620+4.1% | $4,952+18.2% | $4,741+23.4% |
| Participant deferral / active EE | $6,769 | $6,447+5.0% | $5,638+20.1% | $6,401+5.8% |
| Admin fee / account holder | $38 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |