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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $193 |
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.
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 | $24,917 | $74,347-66.5% | $93,621-73.4% | $67,579-63.1% |
| Participation rate | 13.2% | 80.6%-67.4pp | 75.8%-62.6pp | 71.3%-58.0pp |
| Annual return | 22.55% | 28.07%-5.5pp | 32.76%-10.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,719-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $388 | $4,060-90.4% | $4,070-90.5% | $3,539-89.0% |
| Admin fee / account holder | $132 | $123+8.0% | $7,890-98.3% | $142-6.9% |