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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $21,553 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,188 |
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $12,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,472 | $102,422-17.5% | $147,117-42.6% | $80,959+4.3% |
| Participation rate | 71.6% | 75.9%-4.3pp | 82.2%-10.6pp | 67.7%+3.9pp |
| Annual return | 14.31% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $887 | $3,717-76.1% | $4,932-82.0% | $2,757-67.8% |
| Participant deferral / active EE | $8,243 | $6,652+23.9% | $8,065+2.2% | $4,300+91.7% |
| Admin fee / account holder | $367 | $7,953-95.4% | $12,993-97.2% | $6,925-94.7% |