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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $891 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,163 | $49,138-42.7% | $84,021-66.5% | $65,185-56.8% |
| Participation rate | 32.9% | 60.7%-27.9pp | 69.0%-36.2pp | 70.2%-37.3pp |
| Annual return | 23.70% | 23.00%+0.7pp | 71.32%-47.6pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $995 | $2,397-58.5% | $3,239-69.3% | $3,514-71.7% |
| Admin fee / account holder | $35 | $543-93.5% | $6,102-99.4% | $847-95.8% |