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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,557 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,414 | $89,652-88.4% | $141,197-92.6% | $65,186-84.0% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.5%+5.8pp | 70.2%+18.0pp |
| Annual return | 19.10% | 32.79%-13.7pp | 71.41%-52.3pp | 29.39%-10.3pp |
| Employer contribution / active EE | $1,066 | $3,065-65.2% | $4,736-77.5% | $2,177-51.0% |
| Participant deferral / active EE | $3,305 | $5,691-41.9% | $6,710-50.8% | $3,514-6.0% |
| Admin fee / account holder | $186 | $569-67.3% | $10,265-98.2% | $847-78.1% |