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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,043 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,545 | $79,223+71.1% | $102,460+32.3% | $74,478+82.0% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.7pp | 67.2%+31.0pp |
| Annual return | 11.02% | 54.98%-44.0pp | 29.47%-18.5pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $6,332 | $2,363+168.0% | $3,025+109.3% | $2,626+141.1% |
| Participant deferral / active EE | $2,170 | $4,417-50.9% | $5,056-57.1% | $4,350-50.1% |
| Admin fee / account holder | $524 | $2,003-73.8% | $9,460-94.5% | $1,946-73.1% |