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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 135 EAST BROAD ST · BETHLEHEM, PA 18018 | Advisory (Participants) | $18,854 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $71,021 | $64,286+10.5% | $90,965-21.9% | $73,412-3.3% |
| Participation rate | 37.7% | 63.6%-25.8pp | 69.0%-31.3pp | 72.2%-34.4pp |
| Annual return | 15.41% | 21.46%-6.1pp | 134.57%-119.2pp | 59.30%-43.9pp |
| Employer contribution / active EE | $392 | $895-56.2% | $2,122-81.5% | $2,234-82.4% |
| Participant deferral / active EE | $2,023 | $2,453-17.5% | $3,373-40.0% | $3,806-46.8% |
| Admin fee / account holder | $380 | $287+32.3% | $5,960-93.6% | $158+140.5% |