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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $44,978 |
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.
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 | $11,070 | $77,788-85.8% | $119,126-90.7% | $64,728-82.9% |
| Participation rate | 45.9% | 69.4%-23.5pp | 75.8%-29.8pp | 57.9%-12.0pp |
| Annual return | 25.93% | 13.19%+12.7pp | 282.11%-256.2pp | 49.38%-23.4pp |
| Employer contribution / active EE | $700 | $4,031-82.6% | $4,034-82.6% | $2,243-68.8% |
| Participant deferral / active EE | $1,068 | $2,599-58.9% | $5,318-79.9% | $2,729-60.9% |
| Admin fee / account holder | $98 | $1,365-92.9% | $10,693-99.1% | $1,145-91.5% |