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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE COPMANY Service code 15 · EIN 01-0233346 | Recordkeeping | $6,927 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,580 | $56,140-52.7% | $76,383-65.2% | $74,478-64.3% |
| Participation rate | 39.5% | 62.6%-23.0pp | 79.3%-39.7pp | 67.2%-27.7pp |
| Annual return | 11.13% | 13.87%-2.7pp | 13.79%-2.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $528 | $2,881-81.7% | $4,587-88.5% | $2,626-79.9% |
| Participant deferral / active EE | $1,012 | $3,154-67.9% | $5,474-81.5% | $4,350-76.7% |
| Admin fee / account holder | $275 | $776-64.6% | $5,147-94.7% | $1,946-85.9% |