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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $53,171 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,829 | $106,028-70.9% | $146,958-79.0% | $77,643-60.3% |
| Participation rate | 56.1% | 78.4%-22.2pp | 82.2%-26.0pp | 70.6%-14.4pp |
| Annual return | 15.52% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,180 | $4,063-71.0% | $4,933-76.1% | $2,726-56.7% |
| Participant deferral / active EE | $1,720 | $7,990-78.5% | $8,070-78.7% | $4,647-63.0% |
| Admin fee / account holder | $212 | $337-37.2% | $12,998-98.4% | $430-50.7% |