Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $174 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,506 | $46,732-90.4% | $156,552-97.1% | $55,167-91.8% |
| Participation rate | 41.0% | 65.8%-24.8pp | 84.0%-43.0pp | 69.0%-28.0pp |
| Annual return | -1.56% | 17.72%-19.3pp | 32.23%-33.8pp | 169.23%-170.8pp |
| Employer contribution / active EE | $560 | $2,105-73.4% | $5,501-89.8% | $1,963-71.5% |
| Participant deferral / active EE | $785 | $2,204-64.4% | $4,871-83.9% | $3,054-74.3% |
| Admin fee / account holder | $113 | $418-72.9% | $13,028-99.1% | $504-77.5% |