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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $13,717 | $39,819-65.6% | $67,834-79.8% | $57,658-76.2% |
| Participation rate | 31.2% | 61.2%-30.0pp | 68.8%-37.6pp | 70.2%-39.0pp |
| Annual return | 0.00% | 9.19%-9.2pp | 138.47%-138.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $601 | $1,277-52.9% | $2,403-75.0% | $1,974-69.6% |
| Participant deferral / active EE | $1,665 | $2,209-24.7% | $3,160-47.3% | $3,061-45.6% |
| Admin fee / account holder | $114 | $84+36.6% | $4,622-97.5% | $95+20.8% |