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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $460 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,930 | $52,961-68.0% | $172,752-90.2% | $65,185-74.0% |
| Participation rate | 68.0% | 66.2%+1.8pp | 82.6%-14.7pp | 70.2%-2.2pp |
| Annual return | 4.62% | 30.12%-25.5pp | 802.97%-798.3pp | 29.38%-24.8pp |
| Employer contribution / active EE | $530 | $2,190-75.8% | $5,144-89.7% | $2,177-75.7% |
| Participant deferral / active EE | $1,218 | $2,471-50.7% | $5,198-76.6% | $3,514-65.3% |
| Admin fee / account holder | $42 | $472-91.1% | $13,955-99.7% | $847-95.0% |