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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,844 | $32,425-17.2% | $74,577-64.0% | $55,167-51.3% |
| Participation rate | 39.5% | 54.0%-14.5pp | 68.1%-28.6pp | 69.0%-29.5pp |
| Annual return | 5.87% | 10.63%-4.8pp | 20.47%-14.6pp | 169.23%-163.4pp |
| Employer contribution / active EE | $590 | $1,043-43.4% | $2,525-76.6% | $1,963-69.9% |
| Participant deferral / active EE | $1,569 | $1,995-21.4% | $3,458-54.6% | $3,054-48.6% |
| Admin fee / account holder | $1 | $748-99.8% | $4,138-100.0% | $504-99.8% |