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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 | $550 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,700 | $80,753-91.7% | $136,298-95.1% | $62,293-89.2% |
| Participation rate | 84.9% | 73.5%+11.3pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 1109.28% | 35.83%+1073.4pp | 5156.27%-4047.0pp | 28.90%+1080.4pp |
| Employer contribution / active EE | $4,671 | $2,884+62.0% | $4,696-0.5% | $2,042+128.7% |
| Participant deferral / active EE | $788 | $5,164-84.7% | $6,247-87.4% | $3,169-75.1% |
| Admin fee / account holder | $86 | $525-83.7% | $9,244-99.1% | $479-82.1% |