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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $496 |
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 | $18,920 | $62,177-69.6% | $81,370-76.7% | $74,478-74.6% |
| Participation rate | 54.1% | 64.1%-10.0pp | 69.5%-15.4pp | 67.2%-13.1pp |
| Annual return | 13.88% | 16.62%-2.7pp | 24.85%-11.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,461 | $1,881-22.4% | $2,464-40.7% | $2,626-44.4% |
| Participant deferral / active EE | $1,887 | $3,219-41.4% | $3,885-51.4% | $4,350-56.6% |
| Admin fee / account holder | $130 | $1,927-93.2% | $5,749-97.7% | $1,946-93.3% |