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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $104 |
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 | $16,404 | $52,884-69.0% | $84,753-80.6% | $55,167-70.3% |
| Participation rate | 31.9% | 67.5%-35.6pp | 76.6%-44.7pp | 69.0%-37.1pp |
| Annual return | 6.47% | 18.03%-11.6pp | 22.78%-16.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $907 | $2,644-65.7% | $3,712-75.6% | $3,054-70.3% |
| Admin fee / account holder | $177 | $581-69.6% | $5,333-96.7% | $504-64.9% |