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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $50 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,838 | $55,449-26.4% | $83,830-51.3% | $56,287-27.4% |
| Participation rate | 22.1% | 68.0%-45.9pp | 76.1%-54.0pp | 69.9%-47.7pp |
| Annual return | -8.53% | -1.38%-7.2pp | 850.97%-859.5pp | -9.96%+1.4pp |
| Employer contribution / active EE | $162 | $2,430-93.3% | $3,631-95.5% | $2,111-92.3% |
| Participant deferral / active EE | $1,761 | $2,935-40.0% | $4,082-56.9% | $3,350-47.4% |
| Admin fee / account holder | $383 | $656-41.6% | $5,479-93.0% | $521-26.5% |