Filed April 29, 2025 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $64,306 |
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 | $128,028 | $128,603-0.4% | $197,124-35.1% | $67,986+88.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 19.81% | 23.77%-4.0pp | 44.34%-24.5pp | 31.67%-11.9pp |
| Employer contribution / active EE | $6,764 | $4,379+54.4% | $6,227+8.6% | $2,019+235.1% |
| Participant deferral / active EE | $5,175 | $6,840-24.3% | $9,135-43.3% | $3,358+54.1% |
| Admin fee / account holder | $324 | $3,035-89.3% | $16,298-98.0% | $3,203-89.9% |