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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Recordkeeping | $5,950 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,153 | $82,979-45.6% | $102,412-55.9% | $77,736-41.9% |
| Participation rate | 62.9% | 71.5%-8.7pp | 74.5%-11.6pp | 70.6%-7.7pp |
| Annual return | 13.20% | 19.11%-5.9pp | 24.94%-11.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $1,306 | $3,554-63.3% | $3,870-66.3% | $2,728-52.1% |
| Participant deferral / active EE | $2,354 | $4,109-42.7% | $5,060-53.5% | $4,651-49.4% |
| Admin fee / account holder | $411 | $639-35.6% | $8,388-95.1% | $433-5.1% |