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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $15,832 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,166 | $62,132-75.6% | $185,835-91.8% | $73,493-79.4% |
| Participation rate | 48.6% | 67.8%-19.2pp | 78.0%-29.4pp | 70.7%-22.1pp |
| Annual return | 17.73% | 20.44%-2.7pp | 35.96%-18.2pp | 28.51%-10.8pp |
| Employer contribution / active EE | $732 | $1,681-56.5% | $4,087-82.1% | $2,270-67.8% |
| Participant deferral / active EE | $2,113 | $3,711-43.1% | $5,633-62.5% | $3,740-43.5% |
| Admin fee / account holder | $174 | $419-58.5% | $9,502-98.2% | $513-66.1% |