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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $44,454 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $852 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,567 | $86,897+44.5% | $151,611-17.2% | $64,808+93.8% |
| Participation rate | 98.5% | 87.3%+11.3pp | 87.5%+11.0pp | 71.5%+27.1pp |
| Annual return | -18.94% | -3.57%-15.4pp | 3.33%-22.3pp | 32.82%-51.8pp |
| Employer contribution / active EE | $4,041 | $4,010+0.8% | $6,166-34.5% | $2,506+61.3% |
| Participant deferral / active EE | $5,488 | $6,690-18.0% | $8,363-34.4% | $4,310+27.3% |
| Admin fee / account holder | $320 | $153+109.4% | $11,616-97.2% | $188+70.5% |