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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,610 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,570 | $101,672-83.7% | $147,117-88.7% | $74,478-77.8% |
| Participation rate | 75.3% | 75.5%-0.2pp | 82.2%-6.9pp | 67.2%+8.1pp |
| Annual return | 13.81% | 8757.83%-8744.0pp | 420.54%-406.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $4,054 | $3,813+6.3% | $4,932-17.8% | $2,626+54.4% |
| Participant deferral / active EE | $1,283 | $7,305-82.4% | $8,065-84.1% | $4,350-70.5% |
| Admin fee / account holder | $222 | $1,753-87.3% | $12,993-98.3% | $1,946-88.6% |