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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,587 | $31,109+56.2% | $67,704-28.2% | $52,331-7.2% |
| Participation rate | 17.3% | 54.0%-36.7pp | 67.5%-50.2pp | 68.1%-50.8pp |
| Annual return | -0.71% | 23.70%-24.4pp | 25.41%-26.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $679 | $1,970-65.5% | $3,585-81.1% | $3,022-77.5% |
| Admin fee / account holder | $51 | $466-89.0% | $4,255-98.8% | $592-91.3% |