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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 95-0233346 | Recordkeeping | $92 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,881 | $54,320-37.6% | $67,652-49.9% | $52,331-35.3% |
| Participation rate | 17.8% | 73.6%-55.8pp | 75.7%-57.8pp | 68.1%-50.3pp |
| Annual return | -4.70% | 6.81%-11.5pp | 6625.40%-6630.1pp | 4.54%-9.2pp |
| Employer contribution / active EE | $545 | $1,544-64.7% | $2,266-75.9% | $1,882-71.0% |
| Participant deferral / active EE | $1,200 | $2,950-59.3% | $3,560-66.3% | $3,022-60.3% |
| Admin fee / account holder | $136 | $527-74.2% | $4,821-97.2% | $592-77.1% |