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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $56,646 | $33,067+71.3% | $76,518-26.0% | $56,289+0.6% |
| Participation rate | 22.2% | 55.4%-33.2pp | 68.0%-45.8pp | 69.9%-47.6pp |
| Annual return | -9.78% | 2.72%-12.5pp | -0.27%-9.5pp | -9.96%+0.2pp |
| Employer contribution / active EE | $850 | $1,200-29.2% | $2,647-67.9% | $2,111-59.7% |
| Participant deferral / active EE | $1,338 | $2,240-40.2% | $3,836-65.1% | $3,350-60.0% |
| Admin fee / account holder | $22 | $537-96.0% | $4,849-99.6% | $521-95.8% |