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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2748550 2500 MONROE BLVD · AUDUBON, PA 19403 | Advisory (Participants) | $37,183 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 49 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Other Services | $20,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,617 | $81,504+61.5% | $102,437+28.5% | $80,959+62.6% |
| Participation rate | 92.1% | 66.9%+25.3pp | 74.5%+17.6pp | 67.7%+24.5pp |
| Annual return | 13.54% | 25.60%-12.1pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,842 | $3,871+50.9% | $5,060+15.5% | $4,300+35.9% |
| Admin fee / account holder | $544 | $6,719-91.9% | $8,388-93.5% | $6,925-92.2% |