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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $142 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,028 | $51,244-0.4% | $80,977-37.0% | $55,167-7.5% |
| Participation rate | 55.8% | 71.7%-15.9pp | 75.8%-20.0pp | 69.0%-13.2pp |
| Annual return | 6.86% | 17.39%-10.5pp | 17.11%-10.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,756 | $4,418-15.0% | $5,696-34.1% | $3,054+23.0% |
| Admin fee / account holder | $63 | $398-84.1% | $5,517-98.9% | $504-87.4% |