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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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,911 | $61,272-72.4% | $149,673-88.7% | $71,457-76.3% |
| Participation rate | 53.0% | 62.5%-9.5pp | 78.8%-25.8pp | 67.9%-14.9pp |
| Annual return | 10.68% | 35.85%-25.2pp | 134.42%-123.7pp | 28.85%-18.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,589 | $2,917-45.5% | $5,680-72.0% | $4,289-62.9% |
| Admin fee / account holder | $33 | $1,261-97.4% | $13,210-99.7% | $1,587-97.9% |