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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,842 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 14 | Plan Administrator | $5,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $6,712 | $72,177-90.7% | $115,038-94.2% | $59,633-88.7% |
| Participation rate | 56.4% | 72.6%-16.2pp | 81.4%-25.0pp | 68.7%-12.3pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $792 | $2,841-72.1% | $4,608-82.8% | $2,203-64.0% |
| Participant deferral / active EE | $1,076 | $4,783-77.5% | $6,026-82.1% | $3,192-66.3% |
| Admin fee / account holder | $70 | $4,927-98.6% | $8,175-99.1% | $4,297-98.4% |