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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSRUANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $752 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,817 | $46,297-20.5% | $71,671-48.6% | $62,293-40.9% |
| Participation rate | 22.9% | 60.6%-37.8pp | 68.7%-45.9pp | 69.5%-46.7pp |
| Annual return | 17.02% | 22.32%-5.3pp | 20.65%-3.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $337 | $1,412-76.1% | $2,460-86.3% | $2,042-83.5% |
| Participant deferral / active EE | $481 | $2,235-78.5% | $3,438-86.0% | $3,169-84.8% |
| Admin fee / account holder | $64 | $461-86.1% | $5,558-98.8% | $479-86.6% |