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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE AGENCY Service code 15 · EIN 01-0233346 | Recordkeeping | $676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,927 | $60,545-34.1% | $92,240-56.7% | $69,631-42.7% |
| Participation rate | 48.2% | 72.2%-23.9pp | 76.5%-28.3pp | 70.7%-22.5pp |
| Annual return | 26.65% | 19.71%+6.9pp | 176.29%-149.6pp | 27571.02%-27544.4pp |
| Employer contribution / active EE | $1,449 | $2,633-45.0% | $3,680-60.6% | $2,032-28.7% |
| Participant deferral / active EE | $2,928 | $2,828+3.6% | $3,897-24.9% | $3,224-9.2% |
| Admin fee / account holder | $12 | $145-91.8% | $5,194-99.8% | $110-89.3% |