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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $100 |
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.
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 | $19,914 | $60,165-66.9% | $74,184-73.2% | $55,167-63.9% |
| Participation rate | 56.9% | 74.2%-17.3pp | 76.6%-19.7pp | 69.0%-12.1pp |
| Annual return | 5.55% | 10.00%-4.4pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $227 | $1,600-85.8% | $2,370-90.4% | $1,963-88.5% |
| Participant deferral / active EE | $1,465 | $2,973-50.7% | $3,550-58.7% | $3,054-52.0% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.7% |