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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 | $1,000 |
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).
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 | $15,681 | $99,957-84.3% | $149,745-89.5% | $73,497-78.7% |
| Participation rate | 78.3% | 75.7%+2.6pp | 82.5%-4.2pp | 70.7%+7.6pp |
| Annual return | 15.19% | 53.87%-38.7pp | 276.72%-261.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,332 | $3,191+4.4% | $4,646-28.3% | $2,270+46.8% |
| Participant deferral / active EE | $514 | $6,073-91.5% | $6,843-92.5% | $3,740-86.3% |
| Admin fee / account holder | $168 | $551-69.4% | $9,312-98.2% | $513-67.2% |