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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 | $78,529-33.5% | $105,591-50.5% | $74,400-29.8% |
| Participation rate | 59.9% | 72.8%-12.9pp | 75.3%-15.4pp | 67.2%-7.3pp |
| Annual return | 11.11% | 15.94%-4.8pp | 116.43%-105.3pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $209 | $2,522-91.7% | $3,166-93.4% | $2,624-92.0% |
| Participant deferral / active EE | $2,893 | $4,321-33.1% | $5,008-42.2% | $4,348-33.5% |
| Admin fee / account holder | $157 | $2,216-92.9% | $11,024-98.6% | $1,944-91.9% |