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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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 | $25,546 | $56,640-54.9% | $78,002-67.2% | $55,167-53.7% |
| Participation rate | 35.5% | 73.3%-37.8pp | 75.5%-40.0pp | 69.0%-33.4pp |
| Annual return | 10.44% | 2868.48%-2858.0pp | 425.99%-415.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $313 | $1,724-81.9% | $2,470-87.3% | $1,963-84.1% |
| Participant deferral / active EE | $1,300 | $2,778-53.2% | $3,497-62.8% | $3,054-57.4% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |