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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1926539 | Advisory (Participants) | $10,212 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,040 | $75,183-82.7% | $123,894-89.5% | $55,167-76.4% |
| Participation rate | 68.1% | 72.8%-4.8pp | 81.4%-13.3pp | 69.0%-0.9pp |
| Annual return | 8.02% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,151 | $2,823-59.2% | $4,617-75.1% | $1,963-41.3% |
| Participant deferral / active EE | $2,446 | $5,084-51.9% | $5,984-59.1% | $3,054-19.9% |
| Admin fee / account holder | $252 | $663-62.0% | $8,357-97.0% | $504-50.0% |