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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $675 |
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.
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 | $30,786 | $58,093-47.0% | $80,022-61.5% | $56,289-45.3% |
| Participation rate | 42.0% | 73.6%-31.7pp | 75.8%-33.9pp | 69.9%-27.9pp |
| Annual return | 1.89% | 34.63%-32.7pp | 11.22%-9.3pp | -9.96%+11.8pp |
| Employer contribution / active EE | $399 | $1,933-79.3% | $2,468-83.8% | $2,111-81.1% |
| Participant deferral / active EE | $1,917 | $3,136-38.9% | $3,686-48.0% | $3,350-42.8% |
| Admin fee / account holder | $4 | $623-99.3% | $6,521-99.9% | $521-99.2% |