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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,284 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,152 | $78,562-50.2% | $105,608-62.9% | $74,429-47.4% |
| Participation rate | 73.6% | 72.8%+0.8pp | 75.3%-1.7pp | 67.2%+6.3pp |
| Annual return | 19.73% | 15.94%+3.8pp | 116.50%-96.8pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $1,656 | $2,521-34.3% | $3,167-47.7% | $2,625-36.9% |
| Participant deferral / active EE | $3,003 | $4,321-30.5% | $5,010-40.1% | $4,348-30.9% |
| Admin fee / account holder | $303 | $2,217-86.3% | $11,028-97.2% | $1,944-84.4% |