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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSRUANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $790 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,578 | $44,425-22.2% | $67,834-49.0% | $55,167-37.3% |
| Participation rate | 20.7% | 59.7%-39.0pp | 68.8%-48.1pp | 69.0%-48.3pp |
| Annual return | 4.91% | 17.80%-12.9pp | 138.47%-133.6pp | 169.23%-164.3pp |
| Employer contribution / active EE | $301 | $1,351-77.7% | $2,403-87.5% | $1,963-84.7% |
| Participant deferral / active EE | $422 | $2,166-80.5% | $3,160-86.6% | $3,054-86.2% |
| Admin fee / account holder | $44 | $530-91.7% | $4,622-99.0% | $504-91.2% |