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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,963 | $78,607-21.2% | $105,624-41.3% | $74,478-16.8% |
| Participation rate | 54.9% | 72.8%-17.9pp | 75.3%-20.4pp | 67.2%-12.3pp |
| Annual return | 14.62% | 15.96%-1.3pp | 116.20%-101.6pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $1,222 | $2,523-51.5% | $3,168-61.4% | $2,626-53.5% |
| Participant deferral / active EE | $3,413 | $4,325-21.1% | $5,013-31.9% | $4,350-21.5% |
| Admin fee / account holder | $246 | $2,220-88.9% | $10,961-97.8% | $1,946-87.4% |