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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $728 |
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 | $48,790 | $71,666-31.9% | $117,861-58.6% | $69,631-29.9% |
| Participation rate | 28.7% | 77.5%-48.8pp | 79.7%-50.9pp | 70.7%-41.9pp |
| Annual return | 17.51% | 18.86%-1.3pp | 335.11%-317.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $858 | $1,889-54.6% | $3,786-77.4% | $2,032-57.8% |
| Participant deferral / active EE | $1,541 | $3,340-53.8% | $4,482-65.6% | $3,224-52.2% |
| Admin fee / account holder | $15 | $120-87.9% | $8,021-99.8% | $110-86.8% |