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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,184 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $10,109 | $37,213-72.8% | $156,551-93.5% | $63,975-84.2% |
| Participation rate | 27.9% | 65.0%-37.1pp | 84.0%-56.1pp | 71.1%-43.2pp |
| Annual return | 9.32% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $33 | $1,357-97.6% | $5,501-99.4% | $2,182-98.5% |
| Participant deferral / active EE | $581 | $2,070-71.9% | $4,871-88.1% | $3,356-82.7% |
| Admin fee / account holder | $8 | $56-85.8% | $13,028-99.9% | $70-88.6% |