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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 | $78,483-50.1% | $106,201-63.1% | $74,546-47.5% |
| Participation rate | 73.6% | 72.8%+0.8pp | 75.3%-1.7pp | 67.2%+6.4pp |
| Annual return | 19.73% | 15.94%+3.8pp | 116.26%-96.5pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $1,656 | $2,522-34.3% | $3,170-47.7% | $2,624-36.9% |
| Participant deferral / active EE | $3,003 | $4,320-30.5% | $5,012-40.1% | $4,347-30.9% |
| Admin fee / account holder | $303 | $2,236-86.4% | $11,039-97.3% | $1,944-84.4% |