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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $11,190 | $41,854-73.3% | $73,835-84.8% | $52,331-78.6% |
| Participation rate | 41.3% | 66.2%-25.0pp | 73.4%-32.2pp | 68.1%-26.8pp |
| Annual return | -0.16% | 2.11%-2.3pp | 2268.13%-2268.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,788-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $424 | $2,498-83.0% | $3,583-88.2% | $3,022-86.0% |
| Admin fee / account holder | $82 | $493-83.4% | $4,880-98.3% | $592-86.2% |