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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,041 | $55,446-65.7% | $155,574-87.8% | $74,429-74.4% |
| Participation rate | 61.9% | 61.9%0pp | 78.2%-16.3pp | 67.2%-5.3pp |
| Annual return | 14.89% | 269.20%-254.3pp | 64.87%-50.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,047 | $2,836+42.7% | $5,629-28.1% | $4,348-6.9% |
| Admin fee / account holder | $177 | $1,743-89.8% | $15,914-98.9% | $1,944-90.9% |