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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $8,162 |
THE BENEFIT PRACTICE5+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,787 | $88,203-70.8% | $165,100-84.4% | $74,478-65.4% |
| Participation rate | 49.2% | 73.1%-23.9pp | 78.6%-29.4pp | 67.2%-18.0pp |
| Annual return | 21.59% | 17.13%+4.5pp | 70.21%-48.6pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $1,006 | $2,601-61.3% | $4,348-76.9% | $2,626-61.7% |
| Participant deferral / active EE | $2,544 | $4,505-43.5% | $6,035-57.8% | $4,350-41.5% |
| Admin fee / account holder | $91 | $2,235-95.9% | $12,696-99.3% | $1,946-95.3% |