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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,212 |
Service code 99 40 NORTH MAIN STREET · DAYTON, OH 45423 | Other Fees | $49,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,261 | $72,071+11.4% | $68,368+17.4% | $137,256-41.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.72% | 353.14%-340.4pp | 292.57%-279.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $11,417 | $2,788+309.5% | $2,649+331.0% | $4,156+174.7% |
| Participant deferral / active EE | $41,481 | $4,410+840.6% | $4,123+906.2% | $6,407+547.5% |
| Admin fee / account holder | $456 | $5,336-91.5% | $5,150-91.1% | $12,270-96.3% |