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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,100 | $63,471-57.3% | $68,808-60.6% | $66,938-59.5% |
| Participation rate | 60.7% | 60.0%+0.7pp | 69.0%-8.3pp | 69.8%-9.1pp |
| Annual return | -13.01% | -8.29%-4.7pp | -6.37%-6.6pp | 1.58%-14.6pp |
| Employer contribution / active EE | $962 | $1,776-45.8% | $2,656-63.8% | $2,545-62.2% |
| Participant deferral / active EE | $1,784 | $2,946-39.5% | $3,942-54.8% | $4,238-57.9% |
| Admin fee / account holder | $230 | $578-60.2% | $4,936-95.3% | $594-61.2% |