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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $58 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,590 | $32,037-88.8% | $69,182-94.8% | $62,881-94.3% |
| Participation rate | 25.0% | 43.4%-18.4pp | 55.1%-30.1pp | 69.3%-44.3pp |
| Annual return | 10.11% | 15.16%-5.1pp | -21.93%+32.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $397 | $679-41.6% | $1,206-67.1% | $2,281-82.6% |
| Participant deferral / active EE | $830 | $1,185-30.0% | $1,897-56.2% | $3,203-74.1% |
| Admin fee / account holder | $18 | $2,608-99.3% | $2,697-99.3% | $4,296-99.6% |