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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 | $13,233 |
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 | $20,976 | $42,546-50.7% | $71,796-70.8% | $55,167-62.0% |
| Participation rate | 82.1% | 59.1%+23.0pp | 69.1%+13.0pp | 69.0%+13.1pp |
| Annual return | 6.99% | 12.36%-5.4pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $458 | $803-43.0% | $1,924-76.2% | $1,963-76.7% |
| Participant deferral / active EE | $2,530 | $2,064+22.5% | $2,794-9.5% | $3,054-17.2% |
| Admin fee / account holder | $63 | $650-90.4% | $4,815-98.7% | $504-87.6% |