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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,910 |
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $5,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $7,741 | $47,456-83.7% | $172,752-95.5% | $77,775-90.0% |
| Participation rate | 49.8% | 66.3%-16.5pp | 82.6%-32.9pp | 73.2%-23.5pp |
| Annual return | 24.91% | 35.57%-10.7pp | 802.97%-778.1pp | 32.58%-7.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,094 | $2,560-57.3% | $5,198-78.9% | $3,966-72.4% |
| Admin fee / account holder | $90 | $81+10.8% | $13,955-99.4% | $100-10.5% |