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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SER Service code 12 | Participant loan processing; Particip... | $0 |
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 | $100,032 | $88,770+12.7% | $109,173-8.4% | $93,010+7.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 27.65% | 60.64%-33.0pp | 25.75%+1.9pp | 158.70%-131.1pp |
| Employer contribution / active EE | $2,581 | $3,780-31.7% | $3,723-30.7% | $2,705-4.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $400 | $172+132.2% | $6,755-94.1% | $152+163.8% |