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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $5,492 | $45,382-87.9% | $154,111-96.4% | $75,289-92.7% |
| Participation rate | 67.5% | 65.9%+1.6pp | 83.0%-15.6pp | 72.4%-4.9pp |
| Annual return | -9.90% | -0.47%-9.4pp | 735.18%-745.1pp | -0.04%-9.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,250 | $2,384-47.6% | $5,081-75.4% | $3,739-66.6% |
| Admin fee / account holder | $64 | $89-28.3% | $13,411-99.5% | $102-37.4% |