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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 | $436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,087 | $61,214-14.9% | $83,327-37.5% | $56,289-7.5% |
| Participation rate | 61.9% | 72.6%-10.7pp | 77.8%-15.9pp | 69.9%-7.9pp |
| Annual return | -7.07% | 0.42%-7.5pp | 10.64%-17.7pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,049 | $1,925-45.5% | $3,379-69.0% | $2,111-50.3% |
| Participant deferral / active EE | $3,496 | $5,091-31.3% | $5,565-37.2% | $3,350+4.4% |
| Admin fee / account holder | $271 | $512-47.0% | $7,540-96.4% | $521-47.9% |