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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,282 | $37,117-96.5% | $147,617-99.1% | $55,191-97.7% |
| Participation rate | 45.6% | 63.6%-18.0pp | 84.6%-39.0pp | 69.2%-23.6pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $226 | $1,620-86.0% | $5,564-95.9% | $1,899-88.1% |
| Participant deferral / active EE | $377 | $1,985-81.0% | $4,895-92.3% | $3,046-87.6% |
| Admin fee / account holder | $9 | $86-89.1% | $11,612-99.9% | $91-89.8% |