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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $64,176-100.0% | $112,263-100.0% | $66,949-100.0% |
| Participation rate | 0.0% | 68.4%-68.4pp | 75.1%-75.1pp | 69.8%-69.8pp |
| Annual return | -17.07% | -13.80%-3.3pp | 27.49%-44.6pp | 1.57%-18.6pp |
| Employer contribution / active EE | $2,059 | $3,007-31.5% | $3,636-43.4% | $2,545-19.1% |
| Participant deferral / active EE | $2,101 | $3,694-43.1% | $4,729-55.6% | $4,239-50.4% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |