Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,437-65.7% | $155,534-87.8% | $74,459-74.4% |
| Participation rate | 61.9% | 61.9%+0.1pp | 78.2%-16.3pp | 67.2%-5.3pp |
| Annual return | 14.89% | 269.58%-254.7pp | 64.92%-50.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,047 | $2,837+42.6% | $5,630-28.1% | $4,350-7.0% |
| Admin fee / account holder | $177 | $1,742-89.8% | $15,900-98.9% | $1,945-90.9% |