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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 | $78,636+11.1% | $105,607-17.3% | $74,459+17.3% |
| Participation rate | 82.4% | 72.8%+9.6pp | 75.3%+7.1pp | 67.2%+15.1pp |
| Annual return | 13.91% | 15.96%-2.0pp | 116.11%-102.2pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $903 | $2,523-64.2% | $3,167-71.5% | $2,626-65.6% |
| Participant deferral / active EE | $4,725 | $4,322+9.3% | $5,011-5.7% | $4,350+8.6% |
| Admin fee / account holder | $485 | $2,220-78.2% | $10,958-95.6% | $1,945-75.1% |