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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $13,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,281 | $50,982-54.3% | $154,803-85.0% | $85,563-72.8% |
| Participation rate | 65.0% | 59.8%+5.2pp | 78.1%-13.0pp | 66.0%-0.9pp |
| Annual return | 9.89% | 30.35%-20.5pp | 58.88%-49.0pp | 31.51%-21.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,287 | $2,474-48.0% | $5,540-76.8% | $4,375-70.6% |
| Admin fee / account holder | $306 | $846-63.8% | $14,329-97.9% | $834-63.3% |