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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $228 |
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.
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 | $17,393 | $53,412-67.4% | $68,509-74.6% | $52,331-66.8% |
| Participation rate | 18.2% | 71.7%-53.5pp | 74.7%-56.5pp | 68.1%-49.9pp |
| Annual return | 6.18% | 3.42%+2.8pp | 8.27%-2.1pp | 4.54%+1.6pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $357 | $2,688-86.7% | $3,382-89.4% | $3,022-88.2% |
| Admin fee / account holder | $146 | $461-68.3% | $5,275-97.2% | $592-75.3% |