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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $448 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,241 | $86,938-22.7% | $102,423-34.3% | $80,925-16.9% |
| Participation rate | 93.9% | 72.4%+21.5pp | 76.5%+17.4pp | 67.7%+26.2pp |
| Annual return | 9.71% | 18.89%-9.2pp | 29.42%-19.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,172 | $4,120-47.3% | $5,054-57.0% | $4,299-49.5% |
| Admin fee / account holder | $11 | $8,053-99.9% | $9,455-99.9% | $6,940-99.8% |