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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,475 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,378 | $60,989-73.1% | $60,899-73.1% | $66,930-75.5% |
| Participation rate | 59.9% | 74.5%-14.6pp | 73.1%-13.2pp | 69.8%-9.9pp |
| Annual return | -10.16% | -9.60%-0.6pp | 16.92%-27.1pp | 1.57%-11.7pp |
| Employer contribution / active EE | $795 | $2,661-70.1% | $2,702-70.6% | $2,545-68.8% |
| Participant deferral / active EE | $1,052 | $3,615-70.9% | $3,817-72.4% | $4,238-75.2% |
| Admin fee / account holder | $89 | $338-73.6% | $3,225-97.2% | $593-85.0% |