Filed May 19, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
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).
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 | $21,322 | $65,322-67.4% | $70,494-69.8% | $73,497-71.0% |
| Participation rate | 63.4% | 77.0%-13.5pp | 75.1%-11.6pp | 70.7%-7.3pp |
| Annual return | 16.17% | 15.71%+0.5pp | 109.16%-93.0pp | 28.51%-12.3pp |
| Employer contribution / active EE | $925 | $2,460-62.4% | $2,738-66.2% | $2,270-59.3% |
| Participant deferral / active EE | $2,083 | $3,375-38.3% | $3,711-43.9% | $3,740-44.3% |
| Admin fee / account holder | $189 | $214-11.8% | $3,848-95.1% | $513-63.2% |