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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,125 | $52,884-63.8% | $84,753-77.4% | $55,167-65.3% |
| Participation rate | 60.8% | 67.5%-6.8pp | 76.6%-15.8pp | 69.0%-8.2pp |
| Annual return | 13.13% | 18.03%-4.9pp | 22.78%-9.7pp | 169.23%-156.1pp |
| Employer contribution / active EE | $360 | $2,233-83.9% | $3,574-89.9% | $1,963-81.7% |
| Participant deferral / active EE | $1,396 | $2,644-47.2% | $3,712-62.4% | $3,054-54.3% |
| Admin fee / account holder | $136 | $581-76.6% | $5,333-97.5% | $504-73.1% |