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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,502 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,372 | $73,404-73.6% | $87,104-77.8% | $67,579-71.3% |
| Participation rate | 46.6% | 80.9%-34.3pp | 76.9%-30.3pp | 71.3%-24.7pp |
| Annual return | 56.53% | 48.29%+8.2pp | 28.19%+28.3pp | 378.56%-322.0pp |
| Employer contribution / active EE | $770 | $2,014-61.8% | $2,521-69.5% | $2,148-64.2% |
| Participant deferral / active EE | $1,521 | $3,913-61.1% | $4,048-62.4% | $3,539-57.0% |
| Admin fee / account holder | $75 | $142-46.7% | $7,491-99.0% | $142-47.0% |