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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $316 |
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.
Annual investment return 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 | $48,035 | $57,096-15.9% | $94,229-49.0% | $55,191-13.0% |
| Participation rate | 23.1% | 75.7%-52.6pp | 78.8%-55.7pp | 69.2%-46.1pp |
| Annual return | -1.29% | 159.65%-160.9pp | 10.68%-12.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $581 | $1,708-66.0% | $3,587-83.8% | $1,899-69.4% |
| Participant deferral / active EE | $1,103 | $3,165-65.2% | $4,320-74.5% | $3,046-63.8% |
| Admin fee / account holder | $17 | $89-80.7% | $6,269-99.7% | $91-81.0% |