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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,604 | $46,966+12.0% | $185,117-71.6% | $69,631-24.5% |
| Participation rate | 35.9% | 65.3%-29.4pp | 77.3%-41.4pp | 70.7%-34.8pp |
| Annual return | 14.98% | 22.36%-7.4pp | 40.50%-25.5pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,100 | $1,360-19.2% | $4,182-73.7% | $2,032-45.9% |
| Participant deferral / active EE | $1,750 | $3,017-42.0% | $5,045-65.3% | $3,224-45.7% |
| Admin fee / account holder | $23 | $94-75.7% | $8,159-99.7% | $110-79.4% |