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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
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 | $22,497 | $46,360-51.5% | $147,617-84.8% | $52,331-57.0% |
| Participation rate | 20.8% | 64.9%-44.2pp | 84.6%-63.9pp | 68.1%-47.3pp |
| Annual return | -3.15% | 1.62%-4.8pp | 61.98%-65.1pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,802 | $2,126-15.2% | $5,564-67.6% | $1,882-4.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $45 | $766-94.1% | $11,612-99.6% | $592-92.3% |