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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $890 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,066 | $43,504-30.9% | $68,793-56.3% | $56,287-46.6% |
| Participation rate | 27.8% | 67.8%-40.0pp | 72.2%-44.4pp | 69.9%-42.0pp |
| Annual return | -6.24% | -3.15%-3.1pp | -4.63%-1.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $137 | $1,525-91.0% | $2,625-94.8% | $2,111-93.5% |
| Participant deferral / active EE | $1,371 | $2,509-45.4% | $3,311-58.6% | $3,350-59.1% |
| Admin fee / account holder | $36 | $515-93.0% | $5,131-99.3% | $521-93.1% |