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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. 600 · BUFFALO, FL 14201 | Recordkeeping | $2,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,691 | $91,439-58.8% | $135,974-72.3% | $71,511-47.3% |
| Participation rate | 56.6% | 75.7%-19.0pp | 81.9%-25.3pp | 67.9%-11.3pp |
| Annual return | 21.07% | 29.90%-8.8pp | 68.30%-47.2pp | 28.86%-7.8pp |
| Employer contribution / active EE | $688 | $3,705-81.4% | $4,859-85.8% | $2,589-73.4% |
| Participant deferral / active EE | $3,520 | $7,093-50.4% | $7,760-54.6% | $4,291-17.9% |
| Admin fee / account holder | $205 | $1,267-83.8% | $10,767-98.1% | $1,588-87.1% |