Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $454 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,437 | $47,977-44.9% | $154,108-82.8% | $56,289-53.0% |
| Participation rate | 31.8% | 66.2%-34.4pp | 83.0%-51.3pp | 69.9%-38.1pp |
| Annual return | -7.47% | 3.54%-11.0pp | 735.21%-742.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,574 | $2,392+7.6% | $5,081-49.3% | $3,350-23.2% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |