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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,538 | $56,640-56.7% | $78,002-68.5% | $55,167-55.5% |
| Participation rate | 59.8% | 73.3%-13.6pp | 75.5%-15.8pp | 69.0%-9.2pp |
| Annual return | 8.38% | 2868.48%-2860.1pp | 425.99%-417.6pp | 169.23%-160.9pp |
| Employer contribution / active EE | $767 | $1,724-55.5% | $2,470-68.9% | $1,963-60.9% |
| Participant deferral / active EE | $1,855 | $2,778-33.2% | $3,497-47.0% | $3,054-39.3% |
| Admin fee / account holder | -$7 | $467-101.4% | $5,481-100.1% | $504-101.3% |