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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $120 |
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 | $43,085 | $67,411-36.1% | $91,004-52.7% | $70,126-38.6% |
| Participation rate | 31.3% | 71.4%-40.0pp | 75.6%-44.3pp | 69.5%-38.2pp |
| Annual return | 16.07% | -40.16%+56.2pp | 4.60%+11.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,288 | $2,823-54.4% | $3,548-63.7% | $3,332-61.3% |
| Admin fee / account holder | $11 | $4,236-99.7% | $5,417-99.8% | $4,645-99.8% |