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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,022 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,678 | $59,186-83.6% | $76,768-87.4% | $56,287-82.8% |
| Participation rate | 98.4% | 75.2%+23.2pp | 77.0%+21.4pp | 69.9%+28.5pp |
| Annual return | -4.95% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $425 | $1,759-75.9% | $2,485-82.9% | $2,111-79.9% |
| Participant deferral / active EE | $872 | $3,255-73.2% | $3,852-77.4% | $3,350-74.0% |
| Admin fee / account holder | $52 | $489-89.5% | $6,675-99.2% | $521-90.1% |