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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,290 | $46,173-62.6% | $170,435-89.9% | $69,631-75.2% |
| Participation rate | 64.6% | 63.9%+0.7pp | 83.6%-19.0pp | 70.7%-6.1pp |
| Annual return | 58.90% | 21.62%+37.3pp | 205.94%-147.0pp | 27571.02%-27512.1pp |
| Employer contribution / active EE | $2,202 | $1,610+36.8% | $5,432-59.5% | $2,032+8.4% |
| Participant deferral / active EE | $3,877 | $2,080+86.4% | $4,939-21.5% | $3,224+20.3% |
| Admin fee / account holder | $7 | $116-93.8% | $13,881-99.9% | $110-93.5% |