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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $10,330 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,162 | $54,390-64.8% | $117,039-83.6% | $69,631-72.5% |
| Participation rate | 33.8% | 58.5%-24.7pp | 77.2%-43.4pp | 70.7%-36.9pp |
| Annual return | 13.57% | 18.33%-4.8pp | 18.95%-5.4pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $601 | $1,357-55.7% | $3,785-84.1% | $2,032-70.4% |
| Participant deferral / active EE | $970 | $2,076-53.3% | $3,929-75.3% | $3,224-69.9% |
| Admin fee / account holder | $20 | $98-79.6% | $5,974-99.7% | $110-81.9% |