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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $39,198 | $82,163-52.3% | $125,381-68.7% | $64,819-39.5% |
| Participation rate | 62.4% | 77.9%-15.5pp | 82.4%-20.0pp | 71.5%-9.1pp |
| Annual return | -18.67% | 3.49%-22.2pp | 572.31%-591.0pp | 32.84%-51.5pp |
| Employer contribution / active EE | $2,121 | $3,616-41.3% | $4,815-55.9% | $2,507-15.4% |
| Participant deferral / active EE | $3,652 | $7,175-49.1% | $7,448-51.0% | $4,311-15.3% |
| Admin fee / account holder | $383 | $163+134.7% | $10,007-96.2% | $188+103.9% |