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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 | $13,596 | $55,122-75.3% | $104,639-87.0% | $73,497-81.5% |
| Participation rate | 11.5% | 67.7%-56.2pp | 74.1%-62.5pp | 70.7%-59.1pp |
| Annual return | 83.17% | 24.77%+58.4pp | 340.67%-257.5pp | 28.51%+54.7pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,682-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $510 | $2,919-82.5% | $3,738-86.4% | $3,740-86.4% |
| Admin fee / account holder | $190 | $423-55.1% | $6,465-97.1% | $513-63.0% |