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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $202 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,269 | $38,595-13.8% | $80,004-58.4% | $52,331-36.4% |
| Participation rate | 16.2% | 64.5%-48.3pp | 73.0%-56.8pp | 68.1%-51.9pp |
| Annual return | -1.22% | 2.04%-3.3pp | 7.63%-8.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $330 | $1,133-70.8% | $2,473-86.6% | $1,882-82.4% |
| Participant deferral / active EE | $552 | $2,318-76.2% | $3,204-82.8% | $3,022-81.7% |
| Admin fee / account holder | $200 | $304-34.4% | $5,033-96.0% | $592-66.3% |