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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.
Annual investment return 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 | $12,563 | $54,590-77.0% | $81,726-84.6% | $73,497-82.9% |
| Participation rate | 66.0% | 68.3%-2.3pp | 72.0%-6.0pp | 70.7%-4.6pp |
| Annual return | 6.30% | 17.74%-11.4pp | 29.49%-23.2pp | 28.51%-22.2pp |
| Employer contribution / active EE | $849 | $1,636-48.1% | $4,311-80.3% | $2,270-62.6% |
| Participant deferral / active EE | $1,286 | $2,759-53.4% | $7,108-81.9% | $3,740-65.6% |
| Admin fee / account holder | $34 | $592-94.3% | $5,160-99.3% | $513-93.4% |