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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,052 | $65,435-54.1% | $86,677-65.3% | $66,914-55.1% |
| Participation rate | 62.2% | 75.5%-13.3pp | 76.6%-14.4pp | 69.8%-7.6pp |
| Annual return | -17.23% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,062 | $2,153-50.7% | $2,836-62.6% | $2,544-58.3% |
| Participant deferral / active EE | $1,857 | $4,100-54.7% | $4,656-60.1% | $4,237-56.2% |
| Admin fee / account holder | $60 | $642-90.6% | $7,493-99.2% | $593-89.9% |