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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,715 |
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 | $87,366 | $78,562+11.2% | $105,608-17.3% | $74,429+17.4% |
| Participation rate | 82.4% | 72.8%+9.6pp | 75.3%+7.1pp | 67.2%+15.1pp |
| Annual return | 13.91% | 15.94%-2.0pp | 116.50%-102.6pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $903 | $2,521-64.2% | $3,167-71.5% | $2,625-65.6% |
| Participant deferral / active EE | $4,725 | $4,321+9.3% | $5,010-5.7% | $4,348+8.7% |
| Admin fee / account holder | $485 | $2,217-78.1% | $11,028-95.6% | $1,944-75.1% |