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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANC CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,827 |
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 | $28,588 | $64,176-55.5% | $112,263-74.5% | $66,949-57.3% |
| Participation rate | 75.0% | 68.4%+6.6pp | 75.1%-0.1pp | 69.8%+5.2pp |
| Annual return | -16.38% | -13.80%-2.6pp | 27.49%-43.9pp | 1.57%-17.9pp |
| Employer contribution / active EE | $1,833 | $3,007-39.0% | $3,636-49.6% | $2,545-28.0% |
| Participant deferral / active EE | $3,128 | $3,694-15.3% | $4,729-33.9% | $4,239-26.2% |
| Admin fee / account holder | $63 | $626-89.9% | $6,410-99.0% | $594-89.4% |