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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $12,207 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,813 | $48,471-71.5% | $182,540-92.4% | $67,579-79.6% |
| Participation rate | 24.7% | 67.2%-42.5pp | 78.0%-53.3pp | 71.3%-46.6pp |
| Annual return | 26.00% | 31.08%-5.1pp | 148.58%-122.6pp | 378.56%-352.6pp |
| Employer contribution / active EE | $457 | $1,461-68.7% | $4,076-88.8% | $2,148-78.7% |
| Participant deferral / active EE | $915 | $3,324-72.5% | $5,525-83.4% | $3,539-74.2% |
| Admin fee / account holder | $130 | $151-13.9% | $8,593-98.5% | $142-8.5% |