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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,247 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,520 | $121,341-67.4% | $189,537-79.1% | $79,391-50.2% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 9.83% | 21.08%-11.3pp | 555.34%-545.5pp | 116.88%-107.1pp |
| Employer contribution / active EE | $3,651 | $3,915-6.7% | $6,161-40.7% | $2,428+50.4% |
| Participant deferral / active EE | $4,450 | $6,395-30.4% | $8,220-45.9% | $4,046+10.0% |
| Admin fee / account holder | $380 | $651-41.7% | $12,048-96.8% | $627-39.4% |