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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $221 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,689 | $42,901-68.1% | $91,227-85.0% | $64,824-78.9% |
| Participation rate | 13.3% | 68.1%-54.9pp | 73.2%-59.9pp | 71.5%-58.2pp |
| Annual return | 20.38% | -13.53%+33.9pp | 114.14%-93.8pp | 32.84%-12.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,851-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $574 | $3,501-83.6% | $4,234-86.4% | $4,311-86.7% |
| Admin fee / account holder | $209 | $131+59.2% | $5,423-96.2% | $188+11.1% |