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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $488 |
Filed as: JOHN HANCOCK USA Service code 15 | 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.
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 | $12,401 | $39,819-68.9% | $67,834-81.7% | $57,658-78.5% |
| Participation rate | 45.8% | 61.2%-15.4pp | 68.8%-23.0pp | 70.2%-24.4pp |
| Annual return | 5.98% | 9.19%-3.2pp | 138.47%-132.5pp | 5.13%+0.9pp |
| Employer contribution / active EE | $267 | $1,277-79.1% | $2,403-88.9% | $1,974-86.5% |
| Participant deferral / active EE | $500 | $2,209-77.4% | $3,160-84.2% | $3,061-83.7% |
| Admin fee / account holder | $117 | $84+39.8% | $4,622-97.5% | $95+23.6% |