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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $114 |
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.
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 | $15,968 | $50,464-68.4% | $75,784-78.9% | $52,331-69.5% |
| Participation rate | 33.8% | 66.8%-33.0pp | 75.8%-42.0pp | 68.1%-34.3pp |
| Annual return | -1.49% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $780 | $2,570-69.6% | $3,652-78.6% | $3,022-74.2% |
| Admin fee / account holder | $168 | $1,103-84.7% | $5,300-96.8% | $592-71.5% |