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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $294 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,789 | $48,750+71.9% | $88,946-5.8% | $74,304+12.8% |
| Participation rate | 50.0% | 44.5%+5.5pp | 68.8%-18.8pp | 60.3%-10.3pp |
| Annual return | 15.21% | 25.91%-10.7pp | 57.82%-42.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,381 | $1,255+89.7% | $2,555-6.8% | $2,241+6.3% |
| Participant deferral / active EE | $317 | $2,423-86.9% | $4,581-93.1% | $3,767-91.6% |
| Admin fee / account holder | $501 | $3,756-86.6% | $8,261-93.9% | $2,969-83.1% |