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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 59-3163228 5503 W. WATERS · TAMPA, FL 33634 | Recordkeeping | $1,845 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $13,544 | $80,753-83.2% | $136,297-90.1% | $62,293-78.3% |
| Participation rate | 66.5% | 73.5%-7.0pp | 81.9%-15.4pp | 69.5%-3.0pp |
| Annual return | 65.31% | 35.83%+29.5pp | 5156.16%-5090.8pp | 28.90%+36.4pp |
| Employer contribution / active EE | $426 | $2,884-85.2% | $4,696-90.9% | $2,042-79.1% |
| Participant deferral / active EE | $2,834 | $5,164-45.1% | $6,247-54.6% | $3,169-10.6% |
| Admin fee / account holder | $12 | $525-97.6% | $9,244-99.9% | $479-97.4% |