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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE IN CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,238 | $36,767-36.8% | $81,478-71.5% | $62,292-62.7% |
| Participation rate | 65.0% | 54.4%+10.5pp | 68.0%-3.0pp | 69.5%-4.6pp |
| Annual return | 12.24% | 173.80%-161.6pp | 38.78%-26.5pp | 28.90%-16.7pp |
| Employer contribution / active EE | $433 | $1,128-61.6% | $2,568-83.1% | $2,042-78.8% |
| Participant deferral / active EE | $1,785 | $2,111-15.4% | $3,537-49.5% | $3,169-43.7% |
| Admin fee / account holder | $59 | $797-92.7% | $4,561-98.7% | $479-87.8% |