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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE COPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $877 |
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.
Annual investment return 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 | $21,090 | $50,637-58.4% | $86,582-75.6% | $62,293-66.1% |
| Participation rate | 47.1% | 67.9%-20.8pp | 73.5%-26.5pp | 69.5%-22.4pp |
| Annual return | 11.16% | 20.80%-9.6pp | 965.08%-953.9pp | 28.90%-17.7pp |
| Employer contribution / active EE | $375 | $2,075-81.9% | $2,839-86.8% | $2,042-81.6% |
| Participant deferral / active EE | $584 | $2,611-77.6% | $3,609-83.8% | $3,169-81.6% |
| Admin fee / account holder | $65 | $413-84.2% | $4,904-98.7% | $479-86.4% |