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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURNACE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,201 | $101,795-64.4% | $165,100-78.1% | $80,959-55.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.48% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,989 | $2,954+1.2% | $4,348-31.2% | $2,757+8.4% |
| Participant deferral / active EE | $5,723 | $4,476+27.8% | $6,035-5.2% | $4,300+33.1% |
| Admin fee / account holder | $402 | $8,221-95.1% | $12,696-96.8% | $6,925-94.2% |