Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE AGENCY Service code 15 · EIN 01-0233346 | Recordkeeping | $438 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,063 | $75,183-78.6% | $123,894-87.0% | $55,167-70.9% |
| Participation rate | 36.9% | 72.8%-35.9pp | 81.4%-44.5pp | 69.0%-32.1pp |
| Annual return | 7.53% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $565 | $5,084-88.9% | $5,984-90.6% | $3,054-81.5% |
| Admin fee / account holder | $108 | $663-83.6% | $8,357-98.7% | $504-78.5% |