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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,396 | $69,383-62.0% | $101,271-73.9% | $73,493-64.1% |
| Participation rate | 56.7% | 68.4%-11.7pp | 75.8%-19.1pp | 70.7%-14.0pp |
| Annual return | 16.81% | 18.46%-1.7pp | 46.48%-29.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $910 | $2,628-65.4% | $3,660-75.1% | $2,270-59.9% |
| Participant deferral / active EE | $2,201 | $3,301-33.3% | $4,371-49.6% | $3,740-41.1% |
| Admin fee / account holder | $362 | $704-48.6% | $5,948-93.9% | $513-29.5% |