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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $624 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,562 | $104,497+90.0% | $159,487+24.5% | $79,389+150.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.84% | 67.98%-55.1pp | 263.71%-250.9pp | 116.89%-104.1pp |
| Employer contribution / active EE | $4,287 | $3,418+25.4% | $4,831-11.3% | $2,428+76.6% |
| Participant deferral / active EE | $5,833 | $6,468-9.8% | $7,354-20.7% | $4,046+44.2% |
| Admin fee / account holder | $964 | $711+35.5% | $10,804-91.1% | $626+53.9% |