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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,726 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,723 | $67,679-69.4% | $155,509-86.7% | $99,062-79.1% |
| Participation rate | 8.7% | 67.2%-58.5pp | 78.2%-69.5pp | 71.6%-62.9pp |
| Annual return | 13.88% | 16.16%-2.3pp | 64.67%-50.8pp | 17.66%-3.8pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $418 | $3,828-89.1% | $5,626-92.6% | $5,331-92.2% |
| Admin fee / account holder | $46 | $94-51.1% | $15,912-99.7% | $109-58.0% |