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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $51,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,793 | $49,451+124.0% | $79,550+39.3% | $66,914+65.6% |
| Participation rate | 46.4% | 61.3%-14.9pp | 69.5%-23.1pp | 69.8%-23.4pp |
| Annual return | -12.64% | 84.25%-96.9pp | 0.16%-12.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $144 | $1,266-88.6% | $2,413-94.0% | $2,544-94.4% |
| Participant deferral / active EE | $3,382 | $3,159+7.1% | $3,985-15.1% | $4,237-20.2% |
| Admin fee / account holder | $821 | $595+38.0% | $6,832-88.0% | $593+38.3% |