Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $61,139 | $73,102-16.4% | $123,552-50.5% | $56,287+8.6% |
| Participation rate | 36.4% | 74.3%-37.9pp | 82.3%-45.9pp | 69.9%-33.4pp |
| Annual return | -8.81% | 3.01%-11.8pp | 119.20%-128.0pp | -9.96%+1.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,529 | $5,423-34.9% | $6,426-45.1% | $3,350+5.4% |
| Admin fee / account holder | $0 | $554-99.9% | $9,285-100.0% | $521-99.9% |