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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,814 | $43,504+9.9% | $68,612-30.3% | $56,289-15.1% |
| Participation rate | 69.8% | 67.8%+2.0pp | 72.2%-2.4pp | 69.9%0pp |
| Annual return | -7.87% | -3.15%-4.7pp | -4.63%-3.2pp | -9.96%+2.1pp |
| Employer contribution / active EE | $2,233 | $1,525+46.4% | $2,625-14.9% | $2,111+5.8% |
| Participant deferral / active EE | $4,416 | $2,509+76.0% | $3,311+33.4% | $3,350+31.8% |
| Admin fee / account holder | $51 | $515-90.0% | $5,131-99.0% | $521-90.1% |