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 CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $19,273 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,301 | $35,485+30.5% | $74,551-37.9% | $55,725-16.9% |
| Participation rate | 23.3% | 62.5%-39.2pp | 69.1%-45.8pp | 70.9%-47.5pp |
| Annual return | -7.59% | 0.72%-8.3pp | 32.53%-40.1pp | 244.93%-252.5pp |
| Employer contribution / active EE | $539 | $777-30.7% | $1,961-72.5% | $2,078-74.1% |
| Participant deferral / active EE | $955 | $2,181-56.2% | $3,108-69.3% | $3,356-71.5% |
| Admin fee / account holder | $6 | $114-94.6% | $5,059-99.9% | $115-94.6% |