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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,754 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,984 | $98,982-41.4% | $162,177-64.2% | $65,185-11.0% |
| Participation rate | 31.7% | 85.8%-54.1pp | 87.6%-55.9pp | 70.2%-38.5pp |
| Annual return | 21.04% | 24.84%-3.8pp | 115.60%-94.6pp | 29.38%-8.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,581 | $5,384-33.5% | $7,297-50.9% | $3,514+1.9% |
| Admin fee / account holder | $495 | $596-17.0% | $10,843-95.4% | $847-41.6% |