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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,702 | $50,175-86.6% | $99,479-93.3% | $65,186-89.7% |
| Participation rate | 18.8% | 68.4%-49.6pp | 73.8%-55.0pp | 70.2%-51.4pp |
| Annual return | 280.91% | 25.36%+255.6pp | 30.72%+250.2pp | 29.39%+251.5pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $807 | $2,748-70.6% | $3,619-77.7% | $3,514-77.0% |
| Admin fee / account holder | $111 | $398-72.1% | $6,253-98.2% | $847-86.9% |