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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $818 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,072 | $30,555-17.9% | $80,716-68.9% | $86,799-71.1% |
| Participation rate | 31.1% | 37.2%-6.2pp | 54.2%-23.1pp | 72.3%-41.2pp |
| Annual return | 11.34% | 30.35%-19.0pp | 87.28%-75.9pp | 97.91%-86.6pp |
| Employer contribution / active EE | $135 | $472-71.3% | $1,160-88.3% | $2,405-94.4% |
| Participant deferral / active EE | $635 | $1,050-39.5% | $2,146-70.4% | $4,131-84.6% |
| Admin fee / account holder | $216 | $135+59.2% | $3,380-93.6% | $170+27.2% |