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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 14201 | Recordkeeping | $33,744 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,372 | $39,245-53.2% | $64,105-71.3% | $52,331-64.9% |
| Participation rate | 89.0% | 58.2%+30.8pp | 68.2%+20.8pp | 68.1%+20.9pp |
| Annual return | -6.55% | 14.79%-21.3pp | 791.24%-797.8pp | 4.54%-11.1pp |
| Employer contribution / active EE | $857 | $736+16.4% | $1,820-52.9% | $1,882-54.5% |
| Participant deferral / active EE | $2,638 | $1,992+32.4% | $2,822-6.5% | $3,022-12.7% |
| Admin fee / account holder | $165 | $592-72.2% | $4,499-96.3% | $592-72.2% |