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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $4,026 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,839 |
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 | $80,965 | $77,908+3.9% | $149,696-45.9% | $75,173+7.7% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 14.51% | 31.73%-17.2pp | 134.46%-119.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,681 | $3,411+7.9% | $5,682-35.2% | $4,126-10.8% |
| Admin fee / account holder | $516 | $5,950-91.3% | $13,212-96.1% | $5,651-90.9% |