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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $734 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,101 | $58,320+11.6% | $86,451-24.7% | $66,949-2.8% |
| Participation rate | 85.1% | 78.6%+6.5pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -16.21% | -9.71%-6.5pp | 4398.51%-4414.7pp | 1.57%-17.8pp |
| Employer contribution / active EE | $518 | $2,615-80.2% | $3,770-86.3% | $2,545-79.7% |
| Participant deferral / active EE | $3,368 | $6,899-51.2% | $6,953-51.6% | $4,239-20.5% |
| Admin fee / account holder | $392 | $546-28.1% | $6,734-94.2% | $594-33.9% |