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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,166 | $46,100-67.1% | $86,582-82.5% | $69,631-78.2% |
| Participation rate | 46.8% | 67.2%-20.3pp | 73.5%-26.7pp | 70.7%-23.9pp |
| Annual return | 16.20% | 21.02%-4.8pp | 965.08%-948.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $705 | $1,850-61.9% | $2,839-75.2% | $2,032-65.3% |
| Participant deferral / active EE | $1,407 | $2,432-42.1% | $3,609-61.0% | $3,224-56.3% |
| Admin fee / account holder | $23 | $94-75.6% | $4,904-99.5% | $110-79.3% |