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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $545 |
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.
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 | $5,443 | $40,174-86.5% | $84,021-93.5% | $67,579-91.9% |
| Participation rate | 40.5% | 62.7%-22.1pp | 69.0%-28.5pp | 71.3%-30.7pp |
| Annual return | 0.00% | 25.82%-25.8pp | 71.32%-71.3pp | 378.56%-378.6pp |
| Employer contribution / active EE | $485 | $808-39.9% | $1,984-75.5% | $2,148-77.4% |
| Participant deferral / active EE | $907 | $2,301-60.6% | $3,239-72.0% | $3,539-74.4% |
| Admin fee / account holder | $2 | $128-98.5% | $6,102-100.0% | $142-98.6% |