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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSRUANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $708 |
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 | $35,853 | $42,396-15.4% | $67,313-46.7% | $56,287-36.3% |
| Participation rate | 24.6% | 61.0%-36.4pp | 69.1%-44.5pp | 69.9%-45.2pp |
| Annual return | -4.76% | -36.63%+31.9pp | -4.08%-0.7pp | -9.96%+5.2pp |
| Employer contribution / active EE | $454 | $1,414-67.9% | $2,566-82.3% | $2,111-78.5% |
| Participant deferral / active EE | $647 | $2,360-72.6% | $3,568-81.9% | $3,350-80.7% |
| Admin fee / account holder | $63 | $510-87.7% | $4,507-98.6% | $521-88.0% |