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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,942 | $100,801-30.6% | $149,696-53.3% | $73,409-4.7% |
| Participation rate | 64.1% | 77.7%-13.5pp | 82.5%-18.3pp | 72.2%-8.0pp |
| Annual return | 22.17% | 265.34%-243.2pp | 276.60%-254.4pp | 59.29%-37.1pp |
| Employer contribution / active EE | $44 | $3,312-98.7% | $4,644-99.1% | $2,234-98.0% |
| Participant deferral / active EE | $5,988 | $6,404-6.5% | $6,842-12.5% | $3,805+57.4% |
| Admin fee / account holder | $9 | $181-94.9% | $9,309-99.9% | $158-94.1% |