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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,219 | $50,199-71.7% | $70,092-79.7% | $66,914-78.8% |
| Participation rate | 62.3% | 66.3%-4.1pp | 70.5%-8.2pp | 69.8%-7.5pp |
| Annual return | -9.71% | -13.85%+4.1pp | 190.73%-200.4pp | 1.58%-11.3pp |
| Employer contribution / active EE | $966 | $1,864-48.2% | $2,559-62.3% | $2,544-62.0% |
| Participant deferral / active EE | $1,380 | $3,112-55.7% | $3,849-64.1% | $4,237-67.4% |
| Admin fee / account holder | $26 | $600-95.7% | $6,267-99.6% | $593-95.7% |