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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $841 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,471 | $93,182-77.0% | $146,643-85.4% | $79,391-73.0% |
| Participation rate | 58.5% | 76.4%-18.0pp | 80.1%-21.6pp | 70.7%-12.2pp |
| Annual return | 13.35% | 21.61%-8.3pp | 22.75%-9.4pp | 116.88%-103.5pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,270 | $4,169-45.6% | $5,506-58.8% | $4,046-43.9% |
| Admin fee / account holder | $280 | $585-52.2% | $10,280-97.3% | $627-55.4% |