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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 93-1249395 P.O. BOX 11810 · EUGENE, OR 97440 | Advisory (Participants) | $28,871 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,954 | $88,087-11.5% | $164,866-52.7% | $74,546+4.6% |
| Participation rate | 74.7% | 73.1%+1.6pp | 78.6%-4.0pp | 67.2%+7.4pp |
| Annual return | 12.84% | 17.27%-4.4pp | 69.97%-57.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $3,744 | $2,595+44.3% | $4,343-13.8% | $2,624+42.7% |
| Participant deferral / active EE | $3,343 | $4,499-25.7% | $6,033-44.6% | $4,347-23.1% |
| Admin fee / account holder | $331 | $2,232-85.2% | $12,689-97.4% | $1,944-83.0% |