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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,122 | $106,236-82.9% | $112,249-83.9% | $64,819-72.0% |
| Participation rate | 52.8% | 71.7%-18.9pp | 75.1%-22.3pp | 71.5%-18.7pp |
| Annual return | -10.64% | -6.02%-4.6pp | 27.48%-38.1pp | 32.84%-43.5pp |
| Employer contribution / active EE | $1,275 | $3,166-59.7% | $3,636-64.9% | $2,507-49.1% |
| Participant deferral / active EE | $2,215 | $3,785-41.5% | $4,729-53.2% | $4,311-48.6% |
| Admin fee / account holder | $129 | $452-71.5% | $6,412-98.0% | $188-31.6% |