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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $24 |
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).
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 | $66,921 | $64,954+3.0% | $115,752-42.2% | $62,293+7.4% |
| Participation rate | 61.8% | 73.0%-11.2pp | 77.8%-16.0pp | 69.5%-7.8pp |
| Annual return | 16.66% | 24.87%-8.2pp | 19.41%-2.8pp | 28.90%-12.2pp |
| Employer contribution / active EE | $569 | $2,344-75.7% | $3,492-83.7% | $2,042-72.1% |
| Participant deferral / active EE | $3,494 | $3,665-4.7% | $5,204-32.9% | $3,169+10.3% |
| Admin fee / account holder | $69 | $414-83.2% | $6,278-98.9% | $479-85.5% |