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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,866 | $25,302-72.9% | $74,719-90.8% | $67,579-89.8% |
| Participation rate | 16.1% | 37.8%-21.8pp | 54.5%-38.4pp | 71.3%-55.2pp |
| Annual return | 20.82% | 10291.17%-10270.3pp | 753.05%-732.2pp | 378.56%-357.7pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $169 | $954-82.3% | $1,963-91.4% | $3,539-95.2% |
| Admin fee / account holder | $111 | $108+2.9% | $3,334-96.7% | $142-22.2% |