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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $6,764 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,085 | $155,795-89.7% | $136,298-88.2% | $69,631-76.9% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 18.98% | 232464.33%-232445.4pp | 5156.27%-5137.3pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $236 | $2,991-92.1% | $4,696-95.0% | $2,032-88.4% |
| Participant deferral / active EE | $2,249 | $5,394-58.3% | $6,247-64.0% | $3,224-30.2% |
| Admin fee / account holder | $34 | $128-73.3% | $9,244-99.6% | $110-68.9% |