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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 610 SMITHFIELD STREET · PITTSBURGH, PA 15219 | Advisory (Participants) | $11,488 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,341 | $37,044-31.6% | $71,796-64.7% | $57,658-56.0% |
| Participation rate | 25.7% | 61.1%-35.4pp | 69.1%-43.4pp | 70.2%-44.5pp |
| Annual return | 6.94% | 12.64%-5.7pp | 78.04%-71.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $287 | $720-60.1% | $1,924-85.1% | $1,974-85.5% |
| Participant deferral / active EE | $564 | $1,974-71.4% | $2,794-79.8% | $3,061-81.6% |
| Admin fee / account holder | $20 | $101-79.9% | $4,815-99.6% | $95-78.5% |