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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $796 |
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 | $24,023 | $63,314-62.1% | $91,004-73.6% | $62,293-61.4% |
| Participation rate | 61.8% | 73.3%-11.5pp | 75.6%-13.8pp | 69.5%-7.7pp |
| Annual return | 14.91% | 21.00%-6.1pp | 4.60%+10.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,337 | $2,944-54.6% | $3,548-62.3% | $3,169-57.8% |
| Admin fee / account holder | $144 | $468-69.1% | $5,417-97.3% | $479-69.9% |