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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK FINANCIAL Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,972 | $103,975-76.9% | $160,784-85.1% | $103,975-76.9% |
| Participation rate | 24.4% | 72.5%-48.2pp | 77.0%-52.6pp | 72.5%-48.2pp |
| Annual return | 18.53% | 19.41%-0.9pp | 1803.92%-1785.4pp | 19.41%-0.9pp |
| Employer contribution / active EE | $208 | $3,722-94.4% | $3,733-94.4% | $3,722-94.4% |
| Participant deferral / active EE | $1,164 | $5,343-78.2% | $6,293-81.5% | $5,343-78.2% |
| Admin fee / account holder | $193 | $332-42.0% | $9,717-98.0% | $332-42.0% |