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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,955 | $84,487-33.8% | $125,339-55.4% | $66,914-16.4% |
| Participation rate | 33.3% | 76.4%-43.1pp | 82.4%-49.0pp | 69.8%-36.5pp |
| Annual return | -19.04% | -8.39%-10.6pp | 572.05%-591.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $899 | $6,781-86.7% | $7,446-87.9% | $4,237-78.8% |
| Admin fee / account holder | $359 | $685-47.5% | $10,010-96.4% | $593-39.4% |