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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 11-2515970 | Recordkeeping | $6,510 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $718 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,466 | $109,411-95.9% | $89,435-95.0% | $158,982-97.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | -0.12% | 345.68%-345.8pp | 245.55%-245.7pp | 302.99%-303.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $166 | $4,600-96.4% | $3,890-95.7% | $5,983-97.2% |
| Admin fee / account holder | $858 | $6,159-86.1% | $4,884-82.4% | $11,252-92.4% |