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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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 | $49,267 | $48,313+2.0% | $73,309-32.8% | $52,331-5.9% |
| Participation rate | 56.6% | 68.6%-11.9pp | 74.9%-18.3pp | 68.1%-11.5pp |
| Annual return | 0.81% | 3.85%-3.0pp | 5.67%-4.9pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,752 | $4,189-10.4% | $4,991-24.8% | $3,022+24.2% |
| Admin fee / account holder | $89 | $404-77.9% | $5,635-98.4% | $592-84.9% |