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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $41 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,310 | $37,196-96.5% | $154,108-99.1% | $55,725-97.6% |
| Participation rate | 25.6% | 64.1%-38.5pp | 83.0%-57.5pp | 70.9%-45.3pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.21%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $380 | $2,068-81.6% | $5,081-92.5% | $3,356-88.7% |
| Admin fee / account holder | $38 | $102-62.7% | $13,411-99.7% | $115-67.1% |