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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
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.
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 | $10,506 | $43,504-75.9% | $68,612-84.7% | $56,289-81.3% |
| Participation rate | 61.4% | 67.8%-6.4pp | 72.2%-10.8pp | 69.9%-8.4pp |
| Annual return | -3.95% | -3.15%-0.8pp | -4.63%+0.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $712 | $1,525-53.3% | $2,625-72.9% | $2,111-66.3% |
| Participant deferral / active EE | $994 | $2,509-60.4% | $3,311-70.0% | $3,350-70.3% |
| Admin fee / account holder | $68 | $515-86.8% | $5,131-98.7% | $521-86.9% |