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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $712 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,582 | $44,873-9.6% | $79,467-48.9% | $56,289-27.9% |
| Participation rate | 22.7% | 68.7%-46.0pp | 73.3%-50.6pp | 69.9%-47.1pp |
| Annual return | -7.24% | 0.81%-8.1pp | 718.30%-725.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $791 | $2,746-71.2% | $3,704-78.6% | $3,350-76.4% |
| Admin fee / account holder | $87 | $418-79.2% | $5,104-98.3% | $521-83.3% |