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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,023 | $60,349-28.7% | $74,184-42.0% | $62,881-31.6% |
| Participation rate | 59.0% | 72.7%-13.8pp | 76.6%-17.6pp | 69.3%-10.3pp |
| Annual return | 7.52% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,159 | $2,856-24.4% | $3,550-39.2% | $3,203-32.6% |
| Admin fee / account holder | $227 | $4,261-94.7% | $5,586-95.9% | $4,296-94.7% |