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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,334 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,628 | $73,638-69.3% | $95,964-76.4% | $73,497-69.2% |
| Participation rate | 93.4% | 76.2%+17.2pp | 77.1%+16.3pp | 70.7%+22.7pp |
| Annual return | 31.27% | 16.78%+14.5pp | 91.64%-60.4pp | 28.51%+2.8pp |
| Employer contribution / active EE | $4,588 | $1,863+146.2% | $2,541+80.5% | $2,270+102.1% |
| Participant deferral / active EE | $5,557 | $3,617+53.6% | $4,167+33.4% | $3,740+48.6% |
| Admin fee / account holder | $99 | $482-79.4% | $6,797-98.5% | $513-80.6% |