Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,900 | $42,546-46.2% | $71,796-68.1% | $55,167-58.5% |
| Participation rate | 51.1% | 59.1%-8.0pp | 69.1%-18.0pp | 69.0%-17.9pp |
| Annual return | 5.53% | 12.36%-6.8pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $946 | $803+17.8% | $1,924-50.8% | $1,963-51.8% |
| Participant deferral / active EE | $1,792 | $2,064-13.2% | $2,794-35.9% | $3,054-41.3% |
| Admin fee / account holder | $147 | $650-77.4% | $4,815-97.0% | $504-70.9% |