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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,679 | $66,302+21.7% | $110,243-26.8% | $56,289+43.3% |
| Participation rate | 64.9% | 74.9%-10.0pp | 79.8%-14.9pp | 69.9%-5.0pp |
| Annual return | 12.49% | -1.18%+13.7pp | 314.76%-302.3pp | -9.96%+22.4pp |
| Employer contribution / active EE | $1,175 | $2,047-42.6% | $3,827-69.3% | $2,111-44.3% |
| Participant deferral / active EE | $3,401 | $3,381+0.6% | $4,672-27.2% | $3,350+1.5% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |