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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $282 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,282 | $25,723-5.6% | $69,182-64.9% | $55,167-56.0% |
| Participation rate | 20.0% | 39.4%-19.4pp | 55.1%-35.1pp | 69.0%-49.0pp |
| Annual return | 7.00% | 9.56%-2.6pp | -21.93%+28.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $504 | $480+4.9% | $1,206-58.2% | $1,963-74.3% |
| Participant deferral / active EE | $332 | $963-65.6% | $1,897-82.5% | $3,054-89.1% |
| Admin fee / account holder | $82 | $365-77.5% | $2,697-97.0% | $504-83.7% |