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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $47,313 | $37,117+27.5% | $147,617-67.9% | $55,191-14.3% |
| Participation rate | 39.8% | 63.6%-23.9pp | 84.6%-44.9pp | 69.2%-29.4pp |
| Annual return | -0.83% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $130 | $1,620-92.0% | $5,564-97.7% | $1,899-93.2% |
| Participant deferral / active EE | $2,072 | $1,985+4.4% | $4,895-57.7% | $3,046-32.0% |
| Admin fee / account holder | $34 | $86-60.1% | $11,612-99.7% | $91-62.4% |