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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,028 | $132,049-3.0% | $200,582-36.2% | $74,304+72.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 19.81% | 22.22%-2.4pp | 42.33%-22.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $6,764 | $4,558+48.4% | $6,419+5.4% | $2,241+201.8% |
| Participant deferral / active EE | $5,175 | $7,213-28.2% | $9,331-44.5% | $3,767+37.4% |
| Admin fee / account holder | $324 | $2,405-86.5% | $16,305-98.0% | $2,969-89.1% |