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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,662 | $63,768+111.2% | $98,506+36.7% | $79,389+69.6% |
| Participation rate | 38.1% | 69.9%-31.7pp | 73.3%-35.2pp | 70.7%-32.6pp |
| Annual return | 11.52% | 626.18%-614.7pp | 1494.92%-1483.4pp | 116.89%-105.4pp |
| Employer contribution / active EE | $1,735 | $2,558-32.2% | $2,961-41.4% | $2,428-28.5% |
| Participant deferral / active EE | $3,619 | $3,305+9.5% | $4,277-15.4% | $4,046-10.6% |
| Admin fee / account holder | $950 | $516+84.2% | $5,955-84.0% | $626+51.6% |