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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,881 |
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.
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 | $9,602 | $53,216-82.0% | $155,534-93.8% | $199,960-95.2% |
| Participation rate | 31.4% | 64.1%-32.7pp | 78.2%-46.8pp | 72.0%-40.6pp |
| Annual return | 14.38% | 41.18%-26.8pp | 64.92%-50.5pp | 34.28%-19.9pp |
| Employer contribution / active EE | $357 | $1,848-80.7% | $4,675-92.4% | $3,036-88.2% |
| Participant deferral / active EE | $632 | $3,164-80.0% | $5,630-88.8% | $5,087-87.6% |
| Admin fee / account holder | $85 | $186-54.3% | $15,900-99.5% | $269-68.5% |