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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,299 | $37,463+36.9% | $77,100-33.5% | $66,949-23.4% |
| Participation rate | 24.6% | 52.9%-28.3pp | 67.9%-43.3pp | 69.8%-45.2pp |
| Annual return | -20.10% | -3.25%-16.9pp | 42.35%-62.5pp | 1.57%-21.7pp |
| Employer contribution / active EE | $549 | $1,535-64.3% | $2,815-80.5% | $2,545-78.4% |
| Participant deferral / active EE | $923 | $2,621-64.8% | $4,430-79.2% | $4,239-78.2% |
| Admin fee / account holder | $362 | $568-36.2% | $5,443-93.3% | $594-39.0% |