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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $86 |
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.
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 | $78,848 | $75,183+4.9% | $123,894-36.4% | $55,167+42.9% |
| Participation rate | 30.3% | 72.8%-42.6pp | 81.4%-51.2pp | 69.0%-38.7pp |
| Annual return | 9.15% | 19.01%-9.9pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,125 | $2,823-60.1% | $4,617-75.6% | $1,963-42.7% |
| Participant deferral / active EE | $1,960 | $5,084-61.5% | $5,984-67.3% | $3,054-35.8% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |