Filed October 31, 2022
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,752 | $22,714+31.0% | $59,496-50.0% | $55,191-46.1% |
| Participation rate | 49.6% | 37.5%+12.1pp | 54.6%-5.0pp | 69.2%-19.6pp |
| Annual return | 17.83% | -44.01%+61.8pp | 182.05%-164.2pp | 10.78%+7.1pp |
| Employer contribution / active EE | $733 | $418+75.4% | $1,153-36.4% | $1,899-61.4% |
| Participant deferral / active EE | $1,213 | $843+43.8% | $1,829-33.7% | $3,046-60.2% |
| Admin fee / account holder | $113 | $83+35.2% | $2,232-95.0% | $91+24.1% |