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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $988 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,041 | $46,732-48.6% | $156,551-84.6% | $55,167-56.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 1.81% | 17.72%-15.9pp | 32.23%-30.4pp | 169.23%-167.4pp |
| Employer contribution / active EE | $1,386 | $2,105-34.2% | $5,501-74.8% | $1,963-29.4% |
| Participant deferral / active EE | $1,309 | $2,204-40.6% | $4,871-73.1% | $3,054-57.1% |
| Admin fee / account holder | $110 | $418-73.8% | $13,028-99.2% | $504-78.2% |