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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NY Service code 15 · EIN 13-3646501 | Recordkeeping | $720 |
Service code 26 · EIN 81-5475391 653 SKIPPACK PIKE · BLUE BELL, PA 19422 | Advisory (Participants) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,400 | $75,388-65.0% | $123,552-78.6% | $55,725-52.6% |
| Participation rate | 38.5% | 75.7%-37.2pp | 82.3%-43.8pp | 70.9%-32.4pp |
| Annual return | 9.66% | 4.48%+5.2pp | 119.20%-109.5pp | 244.93%-235.3pp |
| Employer contribution / active EE | $1,331 | $3,063-56.5% | $4,628-71.2% | $2,078-35.9% |
| Participant deferral / active EE | $2,356 | $5,651-58.3% | $6,426-63.3% | $3,356-29.8% |
| Admin fee / account holder | $21 | $120-82.9% | $9,285-99.8% | $115-82.2% |