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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,294 | $22,714+24.6% | $59,496-52.4% | $55,191-48.7% |
| Participation rate | 11.4% | 37.5%-26.0pp | 54.6%-43.1pp | 69.2%-57.7pp |
| Annual return | -1.39% | -44.01%+42.6pp | 182.05%-183.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $79 | $418-81.0% | $1,153-93.1% | $1,899-95.8% |
| Participant deferral / active EE | $311 | $843-63.1% | $1,829-83.0% | $3,046-89.8% |
| Admin fee / account holder | $57 | $83-31.9% | $2,232-97.5% | $91-37.5% |