Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $316 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,602 | $63,924-34.9% | $108,582-61.7% | $55,167-24.6% |
| Participation rate | 72.7% | 74.3%-1.6pp | 79.6%-6.8pp | 69.0%+3.7pp |
| Annual return | 10.22% | 15.31%-5.1pp | -51.70%+61.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,433 | $1,879-23.7% | $3,758-61.9% | $1,963-27.0% |
| Participant deferral / active EE | $2,325 | $3,067-24.2% | $4,311-46.1% | $3,054-23.9% |
| Admin fee / account holder | $18 | $618-97.1% | $7,645-99.8% | $504-96.4% |