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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,218 | $78,636-33.6% | $105,607-50.6% | $74,459-29.9% |
| Participation rate | 59.9% | 72.8%-12.9pp | 75.3%-15.4pp | 67.2%-7.4pp |
| Annual return | 11.11% | 15.96%-4.8pp | 116.11%-105.0pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $209 | $2,523-91.7% | $3,167-93.4% | $2,626-92.0% |
| Participant deferral / active EE | $2,893 | $4,322-33.1% | $5,011-42.3% | $4,350-33.5% |
| Admin fee / account holder | $157 | $2,220-92.9% | $10,958-98.6% | $1,945-91.9% |