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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $962 |
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.
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 | $15,805 | $64,909-75.7% | $82,312-80.8% | $62,293-74.6% |
| Participation rate | 57.7% | 74.9%-17.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 14.98% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,027 | $1,676-38.7% | $2,428-57.7% | $2,042-49.7% |
| Participant deferral / active EE | $1,298 | $3,103-58.2% | $3,706-65.0% | $3,169-59.0% |
| Admin fee / account holder | $197 | $440-55.3% | $5,608-96.5% | $479-59.0% |