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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 | $44,206+54.7% | $94,057-27.3% | $64,728+5.6% |
| Participation rate | 66.9% | 51.0%+15.9pp | 73.3%-6.4pp | 57.9%+9.0pp |
| Annual return | 19.45% | 259.42%-240.0pp | 480.62%-461.2pp | 49.38%-29.9pp |
| Employer contribution / active EE | $2,118 | $1,635+29.5% | $2,933-27.8% | $2,243-5.6% |
| Participant deferral / active EE | $4,548 | $1,902+139.1% | $4,709-3.4% | $2,729+66.6% |
| Admin fee / account holder | $327 | $1,230-73.4% | $7,244-95.5% | $1,145-71.4% |