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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $132 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,966 | $58,726-66.0% | $92,240-78.4% | $62,293-67.9% |
| Participation rate | 34.3% | 68.3%-34.0pp | 76.5%-42.2pp | 69.5%-35.2pp |
| Annual return | 16.51% | 43.62%-27.1pp | 176.29%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $972 | $2,766-64.9% | $3,897-75.1% | $3,169-69.3% |
| Admin fee / account holder | $176 | $556-68.4% | $5,194-96.6% | $479-63.3% |