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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,225 | $51,466-43.2% | $78,778-62.9% | $62,293-53.1% |
| Participation rate | 62.1% | 59.8%+2.3pp | 69.2%-7.1pp | 69.5%-7.4pp |
| Annual return | 13.50% | 19.96%-6.5pp | 35.62%-22.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $444 | $827-46.3% | $1,986-77.6% | $2,042-78.3% |
| Participant deferral / active EE | $2,260 | $2,147+5.2% | $2,958-23.6% | $3,169-28.7% |
| Admin fee / account holder | $240 | $489-51.0% | $5,134-95.3% | $479-50.0% |