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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 | $202 |
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 | $25,535 | $93,010-72.5% | $96,515-73.5% | $74,460-65.7% |
| Participation rate | 61.1% | 71.6%-10.4pp | 74.3%-13.2pp | 70.7%-9.6pp |
| Annual return | 46.75% | 37.50%+9.3pp | 35.73%+11.0pp | 34.38%+12.4pp |
| Employer contribution / active EE | $2,216 | $3,427-35.4% | $3,740-40.8% | $2,638-16.0% |
| Participant deferral / active EE | $3,162 | $3,971-20.4% | $4,880-35.2% | $4,530-30.2% |
| Admin fee / account holder | $138 | $633-78.1% | $6,735-97.9% | $348-60.2% |