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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,031 |
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).
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 | $14,530 | $64,286-77.4% | $90,970-84.0% | $73,412-80.2% |
| Participation rate | 33.1% | 63.6%-30.5pp | 69.0%-35.9pp | 72.2%-39.1pp |
| Annual return | 69.26% | 21.46%+47.8pp | 134.58%-65.3pp | 59.30%+10.0pp |
| Employer contribution / active EE | $904 | $895+1.1% | $2,122-57.4% | $2,234-59.5% |
| Participant deferral / active EE | $1,519 | $2,453-38.1% | $3,373-55.0% | $3,806-60.1% |
| Admin fee / account holder | $7 | $287-97.4% | $5,960-99.9% | $158-95.3% |