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 | $500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,786 | $74,706-68.2% | $75,714-68.6% | $79,391-70.0% |
| Participation rate | 61.9% | 75.3%-13.4pp | 74.8%-12.9pp | 70.7%-8.8pp |
| Annual return | 11.84% | 18.52%-6.7pp | 104.62%-92.8pp | 116.88%-105.0pp |
| Employer contribution / active EE | $920 | $2,590-64.5% | $2,744-66.5% | $2,428-62.1% |
| Participant deferral / active EE | $2,056 | $3,533-41.8% | $3,820-46.2% | $4,046-49.2% |
| Admin fee / account holder | $261 | $374-30.2% | $3,619-92.8% | $627-58.3% |