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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $12,209 |
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 | $9,212 | $29,369-68.6% | $77,552-88.1% | $73,412-87.5% |
| Participation rate | 90.6% | 37.9%+52.7pp | 54.2%+36.4pp | 72.2%+18.4pp |
| Annual return | 19.61% | 358.15%-338.5pp | 54.82%-35.2pp | 59.30%-39.7pp |
| Employer contribution / active EE | $1,205 | $406+196.9% | $987+22.1% | $2,234-46.0% |
| Participant deferral / active EE | $1,586 | $941+68.6% | $1,861-14.8% | $3,806-58.3% |
| Admin fee / account holder | $59 | $123-51.9% | $2,859-97.9% | $158-62.6% |