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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 | $1,412 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,254 | $79,519-70.8% | $95,952-75.8% | $73,409-68.3% |
| Participation rate | 46.5% | 81.2%-34.7pp | 77.1%-30.6pp | 72.2%-25.7pp |
| Annual return | 19.74% | 19.20%+0.5pp | 91.61%-71.9pp | 59.29%-39.6pp |
| Employer contribution / active EE | $668 | $2,048-67.4% | $2,541-73.7% | $2,234-70.1% |
| Participant deferral / active EE | $1,486 | $4,138-64.1% | $4,167-64.3% | $3,805-61.0% |
| Admin fee / account holder | $98 | $184-46.7% | $6,795-98.6% | $158-37.8% |