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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 | $414 |
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 | $14,867 | $56,438-73.7% | $76,902-80.7% | $71,529-79.2% |
| Participation rate | 48.2% | 64.3%-16.1pp | 69.6%-21.4pp | 67.9%-19.7pp |
| Annual return | 23.59% | 19.05%+4.5pp | 37.91%-14.3pp | 28.97%-5.4pp |
| Employer contribution / active EE | $1,216 | $1,864-34.7% | $2,534-52.0% | $2,590-53.0% |
| Participant deferral / active EE | $1,713 | $3,136-45.4% | $3,833-55.3% | $4,291-60.1% |
| Admin fee / account holder | $118 | $1,430-91.7% | $5,479-97.8% | $1,588-92.6% |