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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,073 | $47,180-82.9% | $149,723-94.6% | $74,473-89.2% |
| Participation rate | 36.0% | 63.4%-27.4pp | 78.8%-42.8pp | 70.7%-34.8pp |
| Annual return | 16.54% | 22.75%-6.2pp | 134.50%-118.0pp | 34.36%-17.8pp |
| Employer contribution / active EE | $82 | $1,907-95.7% | $4,821-98.3% | $2,638-96.9% |
| Participant deferral / active EE | $994 | $2,730-63.6% | $5,682-82.5% | $4,530-78.1% |
| Admin fee / account holder | $138 | $343-59.7% | $13,215-99.0% | $347-60.1% |