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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 93-1249395 P.O. BOX 11810 · EUGENE, OR 97440 | Advisory (Participants) | $25,174 |
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 | $73,341 | $83,090-11.7% | $130,062-43.6% | $71,529+2.5% |
| Participation rate | 72.9% | 74.1%-1.2pp | 78.5%-5.6pp | 67.9%+5.0pp |
| Annual return | 16.65% | 20.61%-4.0pp | -137.37%+154.0pp | 28.97%-12.3pp |
| Employer contribution / active EE | $3,132 | $2,624+19.4% | $4,322-27.5% | $2,590+20.9% |
| Participant deferral / active EE | $3,334 | $4,436-24.8% | $5,821-42.7% | $4,291-22.3% |
| Admin fee / account holder | $327 | $1,727-81.1% | $10,601-96.9% | $1,588-79.4% |