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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,834 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,459 | $75,183-28.9% | $123,894-56.9% | $55,167-3.1% |
| Participation rate | 18.5% | 72.8%-54.3pp | 81.4%-62.9pp | 69.0%-50.5pp |
| Annual return | 9.64% | 19.01%-9.4pp | 47.52%-37.9pp | 169.23%-159.6pp |
| Employer contribution / active EE | $725 | $2,823-74.3% | $4,617-84.3% | $1,963-63.0% |
| Participant deferral / active EE | $1,060 | $5,084-79.2% | $5,984-82.3% | $3,054-65.3% |
| Admin fee / account holder | $106 | $663-84.0% | $8,357-98.7% | $504-78.9% |