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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 13 · EIN 01-0233346 | Contract Administrator | $31,570 |
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $29,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,368 | $51,878+31.8% | $68,3680% | $79,634-14.1% |
| Participation rate | 66.9% | 53.7%+13.2pp | 73.8%-6.8pp | 62.5%+4.4pp |
| Annual return | 19.45% | 137.43%-118.0pp | 292.57%-273.1pp | 36.46%-17.0pp |
| Employer contribution / active EE | $2,118 | $1,931+9.7% | $2,649-20.0% | $2,529-16.3% |
| Participant deferral / active EE | $4,548 | $2,577+76.4% | $4,123+10.3% | $3,835+18.6% |
| Admin fee / account holder | $327 | $942-65.3% | $5,150-93.6% | $1,002-67.3% |