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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $9,724 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,231 | $95,417-90.3% | $135,974-93.2% | $74,460-87.6% |
| Participation rate | 42.8% | 78.2%-35.4pp | 81.9%-39.1pp | 70.7%-27.9pp |
| Annual return | 0.00% | 32.76%-32.8pp | 68.30%-68.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,475 | $3,878-62.0% | $4,859-69.6% | $2,638-44.1% |
| Participant deferral / active EE | $314 | $7,789-96.0% | $7,760-96.0% | $4,530-93.1% |
| Admin fee / account holder | $17 | $266-93.8% | $10,767-99.8% | $348-95.2% |