Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $44,391 |
CORPORATE PLANS & SERVICES, INC.10+ years Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,104 | $62,177+24.0% | $81,370-5.2% | $74,478+3.5% |
| Participation rate | 67.4% | 64.1%+3.3pp | 69.5%-2.2pp | 67.2%+0.2pp |
| Annual return | 13.30% | 16.62%-3.3pp | 24.85%-11.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $604 | $1,881-67.9% | $2,464-75.5% | $2,626-77.0% |
| Participant deferral / active EE | $2,309 | $3,219-28.3% | $3,885-40.6% | $4,350-46.9% |
| Admin fee / account holder | $369 | $1,927-80.8% | $5,749-93.6% | $1,946-81.0% |