Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,503 | $70,002-76.4% | $115,038-85.7% | $52,331-68.5% |
| Participation rate | 78.1% | 72.1%+6.0pp | 81.4%-3.3pp | 68.1%+10.0pp |
| Annual return | 5.28% | 4.04%+1.2pp | 26.14%-20.9pp | 4.54%+0.7pp |
| Employer contribution / active EE | $1,628 | $2,715-40.0% | $4,608-64.7% | $1,882-13.5% |
| Participant deferral / active EE | $4,428 | $4,920-10.0% | $6,026-26.5% | $3,022+46.5% |
| Admin fee / account holder | $63 | $566-89.0% | $8,175-99.2% | $592-89.4% |