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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER1 year Filed as: ADP BROKE DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,157 | $41,281-85.1% | $109,313-94.4% | $57,658-89.3% |
| Participation rate | 21.9% | 59.3%-37.5pp | 71.3%-49.4pp | 70.2%-48.4pp |
| Annual return | -7.94% | 8.97%-16.9pp | 22.07%-30.0pp | 5.13%-13.1pp |
| Employer contribution / active EE | $7 | $1,201-99.4% | $3,892-99.8% | $1,974-99.6% |
| Participant deferral / active EE | $17 | $2,223-99.2% | $3,166-99.5% | $3,061-99.5% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |