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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,422 |
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 | $197,082 | $91,474+115.5% | $135,982+44.9% | $71,529+175.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.32% | 29.89%-13.6pp | 68.32%-52.0pp | 28.97%-12.7pp |
| Employer contribution / active EE | $4,283 | $3,705+15.6% | $4,859-11.9% | $2,590+65.4% |
| Participant deferral / active EE | $6,389 | $7,095-9.9% | $7,760-17.7% | $4,291+48.9% |
| Admin fee / account holder | $888 | $1,267-29.9% | $10,767-91.7% | $1,588-44.1% |