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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $5,820 | $27,330-78.7% | $67,711-91.4% | $55,191-89.5% |
| Participation rate | 15.4% | 47.5%-32.2pp | 67.5%-52.1pp | 69.2%-53.8pp |
| Annual return | 4.54% | 8.81%-4.3pp | 25.41%-20.9pp | 10.78%-6.2pp |
| Employer contribution / active EE | $83 | $855-90.3% | $2,559-96.8% | $1,899-95.7% |
| Participant deferral / active EE | $567 | $1,709-66.8% | $3,585-84.2% | $3,046-81.4% |
| Admin fee / account holder | $68 | $109-38.2% | $4,255-98.4% | $91-25.6% |