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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $222 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,657 | $84,556-21.2% | $116,228-42.7% | $74,304-10.3% |
| Participation rate | 48.1% | 66.0%-17.9pp | 74.6%-26.5pp | 60.3%-12.3pp |
| Annual return | 14.17% | 18.35%-4.2pp | 90.06%-75.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $846 | $2,168-61.0% | $2,994-71.7% | $2,241-62.3% |
| Participant deferral / active EE | $1,346 | $3,814-64.7% | $4,953-72.8% | $3,767-64.3% |
| Admin fee / account holder | $154 | $3,792-95.9% | $11,989-98.7% | $2,969-94.8% |