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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,983 |
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.
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 | $15,574 | $52,293-70.2% | $178,499-91.3% | $73,412-78.8% |
| Participation rate | 58.8% | 65.3%-6.5pp | 81.9%-23.1pp | 72.2%-13.4pp |
| Annual return | 11.06% | 34.75%-23.7pp | 151.10%-140.0pp | 59.30%-48.2pp |
| Employer contribution / active EE | $384 | $1,735-77.9% | $5,011-92.3% | $2,234-82.8% |
| Participant deferral / active EE | $657 | $2,332-71.8% | $5,202-87.4% | $3,806-82.7% |
| Admin fee / account holder | $174 | $127+36.9% | $13,986-98.8% | $158+10.4% |