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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,520 | $64,909-46.8% | $82,312-58.1% | $62,293-44.6% |
| Participation rate | 45.3% | 74.9%-29.6pp | 76.9%-31.6pp | 69.5%-24.2pp |
| Annual return | 17.98% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $730 | $1,676-56.5% | $2,428-70.0% | $2,042-64.3% |
| Participant deferral / active EE | $1,257 | $3,103-59.5% | $3,706-66.1% | $3,169-60.3% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |