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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $298 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,122 | $60,165-20.0% | $74,184-35.1% | $55,167-12.8% |
| Participation rate | 42.9% | 74.2%-31.3pp | 76.6%-33.8pp | 69.0%-26.1pp |
| Annual return | 9.18% | 10.00%-0.8pp | 17.74%-8.6pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,535 | $2,973-14.7% | $3,550-28.6% | $3,054-17.0% |
| Admin fee / account holder | $12 | $419-97.1% | $5,586-99.8% | $504-97.6% |