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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $12 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,536 | $58,726-10.5% | $142,898-63.2% | $85,847-38.8% |
| Participation rate | 76.2% | 58.5%+17.7pp | 72.0%+4.2pp | 69.3%+6.9pp |
| Annual return | 12.51% | 27.73%-15.2pp | 5639.64%-5627.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,081 | $2,609+171.4% | $3,838+84.5% | $3,952+79.2% |
| Admin fee / account holder | $250 | $4,234-94.1% | $6,560-96.2% | $6,261-96.0% |