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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,855 | $41,854-50.2% | $73,835-71.8% | $52,331-60.1% |
| Participation rate | 20.2% | 66.2%-46.0pp | 73.4%-53.2pp | 68.1%-47.9pp |
| Annual return | -2.87% | 2.11%-5.0pp | 2268.13%-2271.0pp | 4.54%-7.4pp |
| Employer contribution / active EE | $350 | $1,920-81.8% | $2,788-87.5% | $1,882-81.4% |
| Participant deferral / active EE | $660 | $2,498-73.6% | $3,583-81.6% | $3,022-78.2% |
| Admin fee / account holder | $193 | $493-60.9% | $4,880-96.1% | $592-67.4% |