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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $468 |
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 | $11,831 | $43,423-72.8% | $78,676-85.0% | $55,167-78.6% |
| Participation rate | 43.0% | 68.0%-25.1pp | 73.6%-30.6pp | 69.0%-26.0pp |
| Annual return | 6.22% | 11.53%-5.3pp | 62.19%-56.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $383 | $2,509-84.7% | $3,517-89.1% | $3,054-87.5% |
| Admin fee / account holder | $73 | $416-82.4% | $4,510-98.4% | $504-85.5% |