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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $182 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,910 | $101,499+111.7% | $147,005+46.2% | $74,546+188.3% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 12.17% | 8732.34%-8720.2pp | 418.76%-406.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $6,237 | $3,811+63.7% | $4,934+26.4% | $2,624+137.7% |
| Participant deferral / active EE | $10,394 | $7,304+42.3% | $8,070+28.8% | $4,347+139.1% |
| Admin fee / account holder | $606 | $1,748-65.3% | $13,006-95.3% | $1,944-68.8% |