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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $425 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,552 | $73,638-62.6% | $95,960-71.3% | $73,493-62.5% |
| Participation rate | 63.9% | 76.2%-12.3pp | 77.1%-13.2pp | 70.7%-6.8pp |
| Annual return | 43.52% | 16.78%+26.7pp | 91.63%-48.1pp | 28.51%+15.0pp |
| Employer contribution / active EE | $813 | $1,863-56.4% | $2,541-68.0% | $2,270-64.2% |
| Participant deferral / active EE | $1,407 | $3,617-61.1% | $4,167-66.2% | $3,740-62.4% |
| Admin fee / account holder | $73 | $482-84.9% | $6,797-98.9% | $513-85.8% |