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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 93-1249395 P.O. BOX 11810 · EUGENE, OR 97440 | Advisory (Participants) | $21,699 |
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 | $61,592 | $86,692-29.0% | $119,634-48.5% | $66,949-8.0% |
| Participation rate | 72.2% | 75.6%-3.3pp | 79.3%-7.0pp | 69.8%+2.4pp |
| Annual return | -9.47% | -8.00%-1.5pp | -14.98%+5.5pp | 1.57%-11.0pp |
| Employer contribution / active EE | $3,368 | $2,536+32.8% | $4,232-20.4% | $2,545+32.3% |
| Participant deferral / active EE | $2,918 | $4,360-33.1% | $5,601-47.9% | $4,239-31.2% |
| Admin fee / account holder | $310 | $755-59.0% | $10,329-97.0% | $594-47.8% |