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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $423 |
Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,630 | $52,580-74.1% | $71,671-81.0% | $70,124-80.6% |
| Participation rate | 54.7% | 60.9%-6.2pp | 68.7%-14.0pp | 69.5%-14.8pp |
| Annual return | 13.63% | 20.25%-6.6pp | 20.65%-7.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $745 | $1,616-53.9% | $2,460-69.7% | $2,342-68.2% |
| Participant deferral / active EE | $1,970 | $2,386-17.4% | $3,438-42.7% | $3,332-40.9% |
| Admin fee / account holder | $14 | $3,653-99.6% | $5,558-99.7% | $4,645-99.7% |