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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,546 |
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.
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 | $19,007 | $155,795-87.8% | $136,298-86.1% | $69,631-72.7% |
| Participation rate | 56.9% | 75.2%-18.3pp | 81.9%-25.0pp | 70.7%-13.8pp |
| Annual return | 17.94% | 232464.33%-232446.4pp | 5156.27%-5138.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,536 | $2,991-15.2% | $4,696-46.0% | $2,032+24.8% |
| Participant deferral / active EE | $836 | $5,394-84.5% | $6,247-86.6% | $3,224-74.1% |
| Admin fee / account holder | $46 | $128-64.1% | $9,244-99.5% | $110-58.3% |