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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $77 |
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.
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 | $2,637 | $62,928-95.8% | $172,753-98.5% | $67,582-96.1% |
| Participation rate | 36.3% | 64.5%-28.1pp | 82.6%-46.3pp | 71.3%-34.9pp |
| Annual return | 39.25% | 30.36%+8.9pp | 803.00%-763.8pp | 378.57%-339.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $553 | $2,145-74.2% | $5,198-89.4% | $3,539-84.4% |
| Admin fee / account holder | $53 | $167-68.3% | $13,956-99.6% | $142-62.9% |