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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $5,006 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $2,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,235 | $81,358+18.3% | $155,556-38.1% | $80,959+18.9% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 12.11% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $5,869 | $3,106+88.9% | $4,675+25.5% | $2,757+112.9% |
| Participant deferral / active EE | $4,270 | $3,455+23.6% | $5,631-24.2% | $4,300-0.7% |
| Admin fee / account holder | $623 | $7,994-92.2% | $15,885-96.1% | $6,925-91.0% |