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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 | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,077 | $50,199-75.9% | $69,890-82.7% | $66,949-82.0% |
| Participation rate | 40.9% | 66.3%-25.4pp | 70.5%-29.5pp | 69.8%-28.9pp |
| Annual return | -18.45% | -13.85%-4.6pp | 190.84%-209.3pp | 1.57%-20.0pp |
| Employer contribution / active EE | $1,118 | $1,864-40.0% | $2,560-56.3% | $2,545-56.1% |
| Participant deferral / active EE | $1,691 | $3,112-45.6% | $3,848-56.0% | $4,239-60.1% |
| Admin fee / account holder | $137 | $600-77.2% | $6,267-97.8% | $594-77.0% |