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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $570 |
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 | $59,363 | $60,349-1.6% | $74,184-20.0% | $62,881-5.6% |
| Participation rate | 90.2% | 72.7%+17.4pp | 76.6%+13.5pp | 69.3%+20.9pp |
| Annual return | 5.72% | 21.38%-15.7pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,259 | $1,680-25.0% | $2,370-46.9% | $2,281-44.8% |
| Participant deferral / active EE | $1,934 | $2,856-32.3% | $3,550-45.5% | $3,203-39.6% |
| Admin fee / account holder | $45 | $4,261-98.9% | $5,586-99.2% | $4,296-98.9% |