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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,852 |
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 | $18,095 | $91,439-80.2% | $135,974-86.7% | $71,511-74.7% |
| Participation rate | 73.6% | 75.7%-2.0pp | 81.9%-8.3pp | 67.9%+5.7pp |
| Annual return | 261.20% | 29.90%+231.3pp | 68.30%+192.9pp | 28.86%+232.3pp |
| Employer contribution / active EE | $5,807 | $3,705+56.8% | $4,859+19.5% | $2,589+124.3% |
| Participant deferral / active EE | $1,400 | $7,093-80.3% | $7,760-82.0% | $4,291-67.4% |
| Admin fee / account holder | $222 | $1,267-82.5% | $10,767-97.9% | $1,588-86.0% |