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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,445 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,744 | $58,895-2.0% | $178,503-67.7% | $73,497-21.4% |
| Participation rate | 80.1% | 66.2%+13.9pp | 81.9%-1.8pp | 70.7%+9.4pp |
| Annual return | 7.21% | 24.86%-17.7pp | 151.12%-143.9pp | 28.51%-21.3pp |
| Employer contribution / active EE | $1,766 | $2,236-21.0% | $5,011-64.8% | $2,270-22.2% |
| Participant deferral / active EE | $3,315 | $2,567+29.2% | $5,202-36.3% | $3,740-11.3% |
| Admin fee / account holder | $498 | $400+24.3% | $13,987-96.4% | $513-3.0% |