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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURNCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,298 | $80,005-63.4% | $140,019-79.1% | $55,725-47.4% |
| Participation rate | 59.8% | 87.0%-27.2pp | 87.5%-27.7pp | 70.9%-11.0pp |
| Annual return | 159.22% | 0.46%+158.8pp | 651.15%-491.9pp | 244.93%-85.7pp |
| Employer contribution / active EE | $1,767 | $3,403-48.1% | $5,605-68.5% | $2,078-15.0% |
| Participant deferral / active EE | $3,329 | $5,264-36.8% | $6,927-51.9% | $3,356-0.8% |
| Admin fee / account holder | $53 | $116-54.3% | $10,705-99.5% | $115-54.1% |