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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $646 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,881 | $46,732-74.6% | $156,551-92.4% | $55,167-78.5% |
| Participation rate | 59.3% | 65.8%-6.5pp | 84.0%-24.8pp | 69.0%-9.7pp |
| Annual return | 65.66% | 17.72%+47.9pp | 32.23%+33.4pp | 169.23%-103.6pp |
| Employer contribution / active EE | $1,760 | $2,105-16.4% | $5,501-68.0% | $1,963-10.3% |
| Participant deferral / active EE | $3,026 | $2,204+37.3% | $4,871-37.9% | $3,054-0.9% |
| Admin fee / account holder | $5 | $418-98.8% | $13,028-100.0% | $504-99.0% |