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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,754 | $78,428-44.2% | $95,960-54.4% | $79,852-45.2% |
| Participation rate | 81.9% | 73.5%+8.4pp | 77.1%+4.8pp | 69.6%+12.3pp |
| Annual return | 19.42% | 19.37%0pp | 91.63%-72.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $619 | $1,945-68.2% | $2,541-75.7% | $2,471-75.0% |
| Participant deferral / active EE | $3,391 | $3,440-1.4% | $4,167-18.6% | $3,740-9.3% |
| Admin fee / account holder | $378 | $5,622-93.3% | $6,797-94.4% | $5,306-92.9% |