Filed May 19, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,737 | $60,795-72.5% | $69,483-75.9% | $65,186-74.3% |
| Participation rate | 58.4% | 74.9%-16.4pp | 74.6%-16.2pp | 70.2%-11.8pp |
| Annual return | 31.40% | 17.46%+13.9pp | 28.99%+2.4pp | 29.39%+2.0pp |
| Employer contribution / active EE | $782 | $2,452-68.1% | $2,780-71.9% | $2,177-64.1% |
| Participant deferral / active EE | $1,687 | $3,162-46.6% | $3,537-52.3% | $3,514-52.0% |
| Admin fee / account holder | $122 | $314-61.1% | $3,841-96.8% | $847-85.6% |