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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,140 | $54,237-61.0% | $90,324-76.6% | $67,582-68.7% |
| Participation rate | 65.7% | 68.6%-2.9pp | 73.3%-7.5pp | 71.3%-5.5pp |
| Annual return | 11880.07% | 37.27%+11842.8pp | 78.15%+11801.9pp | 378.57%+11501.5pp |
| Employer contribution / active EE | $1,763 | $1,846-4.5% | $2,856-38.3% | $2,148-17.9% |
| Participant deferral / active EE | $1,125 | $2,625-57.1% | $3,885-71.0% | $3,539-68.2% |
| Admin fee / account holder | $154 | $123+25.1% | $5,356-97.1% | $142+8.5% |