Filed September 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,526 |
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 | $63,033 | $31,109+102.6% | $67,704-6.9% | $52,331+20.5% |
| Participation rate | 99.1% | 54.0%+45.1pp | 67.5%+31.6pp | 68.1%+31.0pp |
| Annual return | -1.14% | 23.70%-24.8pp | 25.41%-26.6pp | 4.54%-5.7pp |
| Employer contribution / active EE | $3,364 | $1,076+212.7% | $2,559+31.4% | $1,882+78.8% |
| Participant deferral / active EE | $2,916 | $1,970+48.0% | $3,585-18.7% | $3,022-3.5% |
| Admin fee / account holder | $47 | $466-90.0% | $4,255-98.9% | $592-92.1% |