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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $66 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $4,020 | $62,324-93.5% | $68,509-94.1% | $55,191-92.7% |
| Participation rate | 68.8% | 78.9%-10.1pp | 74.7%-5.9pp | 69.2%-0.4pp |
| Annual return | -3.35% | 4.26%-7.6pp | 8.27%-11.6pp | 10.78%-14.1pp |
| Employer contribution / active EE | $734 | $2,223-67.0% | $2,278-67.8% | $1,899-61.4% |
| Participant deferral / active EE | $1,543 | $3,425-54.9% | $3,382-54.4% | $3,046-49.3% |
| Admin fee / account holder | $21 | $91-77.3% | $5,275-99.6% | $91-77.2% |