Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,657 | $70,002-56.2% | $115,038-73.4% | $52,331-41.4% |
| Participation rate | 51.9% | 72.1%-20.2pp | 81.4%-29.5pp | 68.1%-16.2pp |
| Annual return | -2.15% | 4.04%-6.2pp | 26.14%-28.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $346 | $2,715-87.2% | $4,608-92.5% | $1,882-81.6% |
| Participant deferral / active EE | $2,988 | $4,920-39.3% | $6,026-50.4% | $3,022-1.1% |
| Admin fee / account holder | $84 | $566-85.1% | $8,175-99.0% | $592-85.7% |