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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 | $1,225 |
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.
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 | $17,199 | $89,652-80.8% | $141,197-87.8% | $65,186-73.6% |
| Participation rate | 81.7% | 74.7%+7.0pp | 82.5%-0.8pp | 70.2%+11.5pp |
| Annual return | 40.21% | 32.79%+7.4pp | 71.41%-31.2pp | 29.39%+10.8pp |
| Employer contribution / active EE | $4,683 | $3,065+52.8% | $4,736-1.1% | $2,177+115.1% |
| Participant deferral / active EE | $912 | $5,691-84.0% | $6,710-86.4% | $3,514-74.1% |
| Admin fee / account holder | $215 | $569-62.2% | $10,265-97.9% | $847-74.6% |