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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $24 |
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.
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 | $37,544 | $60,545-38.0% | $92,240-59.3% | $69,631-46.1% |
| Participation rate | 15.3% | 72.2%-56.8pp | 76.5%-61.2pp | 70.7%-55.4pp |
| Annual return | 18.18% | 19.71%-1.5pp | 176.29%-158.1pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $396 | $2,828-86.0% | $3,897-89.8% | $3,224-87.7% |
| Admin fee / account holder | $126 | $145-12.8% | $5,194-97.6% | $110+14.3% |