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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $47,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,750 | $66,302-23.5% | $110,238-54.0% | $56,287-9.8% |
| Participation rate | 78.3% | 74.9%+3.4pp | 79.8%-1.5pp | 69.9%+8.5pp |
| Annual return | -4.65% | -1.18%-3.5pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $403 | $2,047-80.3% | $3,826-89.5% | $2,111-80.9% |
| Participant deferral / active EE | $2,795 | $3,381-17.3% | $4,672-40.2% | $3,350-16.6% |
| Admin fee / account holder | $367 | $698-47.4% | $8,547-95.7% | $521-29.5% |