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 | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,407 | $66,319-34.5% | $93,621-53.6% | $65,185-33.4% |
| Participation rate | 45.9% | 74.0%-28.2pp | 75.8%-30.0pp | 70.2%-24.3pp |
| Annual return | 25.94% | 42.59%-16.7pp | 32.76%-6.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $510 | $2,013-74.6% | $2,719-81.2% | $2,177-76.6% |
| Participant deferral / active EE | $2,263 | $3,343-32.3% | $4,070-44.4% | $3,514-35.6% |
| Admin fee / account holder | $5 | $6,900-99.9% | $7,890-99.9% | $847-99.4% |