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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $87,225 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,378 | $67,512-35.7% | $185,849-76.7% | $93,010-53.4% |
| Participation rate | 36.9% | 67.1%-30.2pp | 81.7%-44.8pp | 73.9%-37.0pp |
| Annual return | 17.49% | 21.04%-3.5pp | 122.10%-104.6pp | 158.70%-141.2pp |
| Employer contribution / active EE | $219 | $1,783-87.7% | $5,169-95.8% | $2,705-91.9% |
| Participant deferral / active EE | $2,756 | $3,035-9.2% | $5,569-50.5% | $4,561-39.6% |
| Admin fee / account holder | $87 | $318-72.5% | $16,244-99.5% | $152-42.4% |