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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,475 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,295 | $50,458-81.6% | $160,009-94.2% | $64,819-85.7% |
| Participation rate | 5.6% | 68.0%-62.4pp | 78.0%-72.4pp | 71.5%-65.9pp |
| Annual return | 9.26% | -13.42%+22.7pp | 408.85%-399.6pp | 32.84%-23.6pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,225-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $226 | $4,004-94.4% | $6,183-96.3% | $4,311-94.8% |
| Admin fee / account holder | $176 | $706-75.1% | $8,715-98.0% | $188-6.5% |