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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 142010600 | Recordkeeping | $166 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,783 | $42,548-46.5% | $74,549-69.4% | $56,287-59.5% |
| Participation rate | 42.9% | 60.5%-17.6pp | 69.1%-26.3pp | 69.9%-27.0pp |
| Annual return | -9.44% | 12.40%-21.8pp | 32.53%-42.0pp | -9.96%+0.5pp |
| Employer contribution / active EE | $647 | $855-24.4% | $1,961-67.0% | $2,111-69.4% |
| Participant deferral / active EE | $1,596 | $2,277-29.9% | $3,108-48.7% | $3,350-52.4% |
| Admin fee / account holder | $5 | $467-98.9% | $5,059-99.9% | $521-99.1% |