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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,009 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,733 | $69,511-63.0% | $94,664-72.8% | $71,511-64.0% |
| Participation rate | 99.3% | 78.4%+20.8pp | 80.8%+18.4pp | 67.9%+31.3pp |
| Annual return | 17.54% | 29.67%-12.1pp | 156.84%-139.3pp | 28.86%-11.3pp |
| Employer contribution / active EE | $5,708 | $2,853+100.0% | $3,673+55.4% | $2,589+120.4% |
| Participant deferral / active EE | $6,770 | $7,348-7.9% | $7,417-8.7% | $4,291+57.8% |
| Admin fee / account holder | $843 | $1,211-30.4% | $7,222-88.3% | $1,588-46.9% |