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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE COPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,097 | $43,423-58.3% | $78,676-77.0% | $55,167-67.2% |
| Participation rate | 54.1% | 68.0%-14.0pp | 73.6%-19.5pp | 69.0%-14.9pp |
| Annual return | 5.44% | 11.53%-6.1pp | 62.19%-56.7pp | 169.23%-163.8pp |
| Employer contribution / active EE | $441 | $1,997-77.9% | $2,850-84.5% | $1,963-77.5% |
| Participant deferral / active EE | $664 | $2,509-73.5% | $3,517-81.1% | $3,054-78.3% |
| Admin fee / account holder | $72 | $416-82.6% | $4,510-98.4% | $504-85.7% |