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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,494 | $89,652-72.7% | $141,162-82.6% | $65,185-62.4% |
| Participation rate | 44.6% | 74.7%-30.1pp | 82.5%-37.9pp | 70.2%-25.6pp |
| Annual return | 39.01% | 32.79%+6.2pp | 71.39%-32.4pp | 29.38%+9.6pp |
| Employer contribution / active EE | $1,328 | $3,065-56.7% | $4,735-72.0% | $2,177-39.0% |
| Participant deferral / active EE | $2,526 | $5,691-55.6% | $6,709-62.3% | $3,514-28.1% |
| Admin fee / account holder | $207 | $569-63.5% | $10,261-98.0% | $847-75.5% |