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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $184 |
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.
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 | $27,832 | $60,165-53.7% | $74,184-62.5% | $55,167-49.6% |
| Participation rate | 32.3% | 74.2%-41.8pp | 76.6%-44.3pp | 69.0%-36.7pp |
| Annual return | 7.66% | 10.00%-2.3pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,556 | $2,973-47.7% | $3,550-56.2% | $3,054-49.1% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |