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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,710 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,685 | $29,525-84.1% | $56,033-91.6% | $77,736-94.0% |
| Participation rate | 24.4% | 32.7%-8.3pp | 52.5%-28.1pp | 70.6%-46.2pp |
| Annual return | 11.02% | 18.90%-7.9pp | 1711.38%-1700.4pp | 31.26%-20.2pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $356 | $1,062-66.5% | $1,954-81.8% | $4,651-92.4% |
| Admin fee / account holder | $146 | $1,040-86.0% | $2,827-94.9% | $433-66.4% |