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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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.
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 | $20,047 | $95,762-79.1% | $379,746-94.7% | $79,858-74.9% |
| Participation rate | 34.1% | 74.0%-39.9pp | 78.4%-44.4pp | 69.6%-35.6pp |
| Annual return | 4.58% | 18.26%-13.7pp | 34.90%-30.3pp | 31.72%-27.1pp |
| Employer contribution / active EE | $1,178 | $2,695-56.3% | $3,540-66.7% | $2,471-52.3% |
| Participant deferral / active EE | $1,874 | $4,705-60.2% | $6,024-68.9% | $3,740-49.9% |
| Admin fee / account holder | $21 | $6,745-99.7% | $7,927-99.7% | $5,306-99.6% |