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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
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.
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 | $4,001 | $56,443-92.9% | $83,831-95.2% | $55,725-92.8% |
| Participation rate | 66.9% | 72.0%-5.1pp | 76.1%-9.2pp | 70.9%-3.9pp |
| Annual return | 5.50% | 393.67%-388.2pp | 850.99%-845.5pp | 244.93%-239.4pp |
| Employer contribution / active EE | $445 | $2,682-83.4% | $3,631-87.7% | $2,078-78.6% |
| Participant deferral / active EE | $1,280 | $2,965-56.8% | $4,082-68.6% | $3,356-61.8% |
| Admin fee / account holder | $78 | $156-50.2% | $5,479-98.6% | $115-32.4% |