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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $11,087 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,589 | $53,254-50.1% | $155,574-82.9% | $199,921-86.7% |
| Participation rate | 19.8% | 64.1%-44.4pp | 78.2%-58.4pp | 72.0%-52.2pp |
| Annual return | 15.72% | 41.18%-25.5pp | 64.87%-49.1pp | 34.28%-18.6pp |
| Employer contribution / active EE | $78 | $1,848-95.8% | $4,676-98.3% | $3,035-97.4% |
| Participant deferral / active EE | $1,232 | $3,165-61.1% | $5,629-78.1% | $5,089-75.8% |
| Admin fee / account holder | $201 | $186+8.3% | $15,914-98.7% | $269-25.4% |