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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $53,620 | $70,002-23.4% | $115,038-53.4% | $52,331+2.5% |
| Participation rate | 30.6% | 72.1%-41.5pp | 81.4%-50.8pp | 68.1%-37.5pp |
| Annual return | 0.65% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $486 | $2,715-82.1% | $4,608-89.5% | $1,882-74.2% |
| Participant deferral / active EE | $1,598 | $4,920-67.5% | $6,026-73.5% | $3,022-47.1% |
| Admin fee / account holder | $220 | $566-61.1% | $8,175-97.3% | $592-62.8% |