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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,013 | $50,637+287.1% | $86,582+126.4% | $62,293+214.7% |
| Participation rate | 96.8% | 67.9%+28.9pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 12.98% | 20.80%-7.8pp | 965.08%-952.1pp | 28.90%-15.9pp |
| Employer contribution / active EE | $10,030 | $2,075+383.3% | $2,839+253.2% | $2,042+391.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $574 | $413+39.0% | $4,904-88.3% | $479+19.8% |