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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,622 |
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 | $18,455 | $63,905-71.1% | $74,184-75.1% | $57,658-68.0% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.6%-11.4pp | 70.2%-5.0pp |
| Annual return | 8.69% | 60.60%-51.9pp | 17.74%-9.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $591 | $1,840-67.9% | $2,370-75.1% | $1,974-70.1% |
| Participant deferral / active EE | $1,537 | $3,448-55.4% | $3,550-56.7% | $3,061-49.8% |
| Admin fee / account holder | $48 | $91-46.9% | $5,586-99.1% | $95-48.8% |