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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,551 | $41,854-70.0% | $73,836-83.0% | $52,331-76.0% |
| Participation rate | 69.8% | 66.2%+3.5pp | 73.4%-3.7pp | 68.1%+1.7pp |
| Annual return | -5.12% | 2.11%-7.2pp | 2268.06%-2273.2pp | 4.54%-9.7pp |
| Employer contribution / active EE | $4,486 | $1,920+133.6% | $2,787+60.9% | $1,882+138.4% |
| Participant deferral / active EE | $1,670 | $2,498-33.2% | $3,583-53.4% | $3,022-44.8% |
| Admin fee / account holder | $39 | $493-92.0% | $4,882-99.2% | $592-93.4% |