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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,549 | $35,986-79.0% | $77,513-90.3% | $73,493-89.7% |
| Participation rate | 4.6% | 40.8%-36.2pp | 54.2%-49.6pp | 70.7%-66.1pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.81%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $199 | $1,198-83.4% | $1,861-89.3% | $3,740-94.7% |
| Admin fee / account holder | $49 | $466-89.6% | $2,859-98.3% | $513-90.5% |