Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE AGENCY Service code 15 · EIN 01-0233346 | Recordkeeping | $284 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,100 | $44,059-77.1% | $71,671-85.9% | $69,631-85.5% |
| Participation rate | 59.8% | 60.8%-1.0pp | 68.7%-9.0pp | 70.7%-10.9pp |
| Annual return | 124.45% | 21.97%+102.5pp | 20.65%+103.8pp | 27571.02%-27446.6pp |
| Employer contribution / active EE | $508 | $1,305-61.1% | $2,460-79.3% | $2,032-75.0% |
| Participant deferral / active EE | $2,475 | $2,370+4.5% | $3,438-28.0% | $3,224-23.2% |
| Admin fee / account holder | $6 | $108-94.2% | $5,558-99.9% | $110-94.3% |