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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,275 | $56,197-33.7% | $67,652-44.9% | $59,633-37.5% |
| Participation rate | 67.1% | 71.5%-4.3pp | 75.7%-8.5pp | 68.7%-1.5pp |
| Annual return | -1.16% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,453 | $2,844-13.7% | $3,560-31.1% | $3,192-23.2% |
| Admin fee / account holder | $221 | $3,958-94.4% | $4,821-95.4% | $4,297-94.8% |