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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,367 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,033 | $101,798-5.7% | $165,071-41.8% | $80,935+18.7% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.7%-20.0pp |
| Annual return | 13.97% | 16.73%-2.8pp | 70.17%-56.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,537 | $4,476-21.0% | $6,035-41.4% | $4,299-17.7% |
| Admin fee / account holder | $47,484 | $8,221+477.6% | $12,695+274.0% | $6,924+585.8% |