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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $19,812 |
Service code 13 · EIN 04-3458623 435 LANCASTER STREET SUITE 210B · LEOMINSTER, MA 01453 | Contract Administrator | $2,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,630 | $36,002-56.6% | $161,489-90.3% | $64,728-75.9% |
| Participation rate | 69.3% | 57.4%+11.8pp | 78.7%-9.4pp | 57.9%+11.4pp |
| Annual return | 13.44% | 33.93%-20.5pp | 89.72%-76.3pp | 49.38%-35.9pp |
| Employer contribution / active EE | $998 | $1,380-27.6% | $4,268-76.6% | $2,243-55.5% |
| Participant deferral / active EE | $2,075 | $1,815+14.3% | $5,630-63.1% | $2,729-24.0% |
| Admin fee / account holder | $50 | $931-94.6% | $16,006-99.7% | $1,145-95.6% |