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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $190 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,471 | $75,183+4.4% | $123,894-36.7% | $55,167+42.2% |
| Participation rate | 23.5% | 72.8%-49.3pp | 81.4%-57.9pp | 69.0%-45.5pp |
| Annual return | 9.47% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,105 | $5,084-19.3% | $5,984-31.4% | $3,054+34.4% |
| Admin fee / account holder | $12 | $663-98.2% | $8,357-99.9% | $504-97.6% |