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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $652 |
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 | $54,795 | $56,199-2.5% | $67,652-19.0% | $59,632-8.1% |
| Participation rate | 87.5% | 71.5%+16.0pp | 75.7%+11.8pp | 68.7%+18.8pp |
| Annual return | -1.36% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $1,398 | $1,614-13.4% | $2,266-38.3% | $2,203-36.5% |
| Participant deferral / active EE | $2,108 | $2,844-25.9% | $3,560-40.8% | $3,192-34.0% |
| Admin fee / account holder | $44 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |