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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,426 | $63,905-69.6% | $74,184-73.8% | $57,658-66.3% |
| Participation rate | 47.9% | 79.8%-31.9pp | 76.6%-28.7pp | 70.2%-22.4pp |
| Annual return | 7.68% | 60.60%-52.9pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $686 | $1,840-62.7% | $2,370-71.0% | $1,974-65.2% |
| Participant deferral / active EE | $1,905 | $3,448-44.7% | $3,550-46.3% | $3,061-37.7% |
| Admin fee / account holder | $146 | $91+60.4% | $5,586-97.4% | $95+54.6% |