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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,778 | $85,766-64.1% | $136,298-77.4% | $70,126-56.1% |
| Participation rate | 31.9% | 74.2%-42.2pp | 81.9%-50.0pp | 69.5%-37.6pp |
| Annual return | 93.56% | 31.46%+62.1pp | 5156.27%-5062.7pp | 73.15%+20.4pp |
| Employer contribution / active EE | $61 | $2,966-97.9% | $4,696-98.7% | $2,343-97.4% |
| Participant deferral / active EE | $4,332 | $5,051-14.2% | $6,247-30.7% | $3,332+30.0% |
| Admin fee / account holder | $364 | $5,421-93.3% | $9,244-96.1% | $4,645-92.2% |