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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS USA Service code 28 · EIN 01-0233346 | Investment Management | $51,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $107,165 | $64,909+65.1% | $82,312+30.2% | $62,293+72.0% |
| Participation rate | 67.5% | 74.9%-7.4pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 16.47% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,553 | $1,676-7.3% | $2,428-36.0% | $2,042-23.9% |
| Participant deferral / active EE | $5,101 | $3,103+64.4% | $3,706+37.6% | $3,169+60.9% |
| Admin fee / account holder | $346 | $440-21.3% | $5,608-93.8% | $479-27.8% |