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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $580 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,223 | $40,174-42.2% | $84,015-72.4% | $67,579-65.6% |
| Participation rate | 54.9% | 62.7%-7.8pp | 69.0%-14.1pp | 71.3%-16.4pp |
| Annual return | 52.45% | 25.82%+26.6pp | 71.31%-18.9pp | 378.56%-326.1pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,335 | $2,301-42.0% | $3,239-58.8% | $3,539-62.3% |
| Admin fee / account holder | $17 | $128-87.0% | $6,101-99.7% | $142-88.2% |