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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $6,049 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,523 | $58,895+223.5% | $178,503+6.7% | $73,497+159.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.86% | 24.86%-12.0pp | 151.12%-138.3pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,884 | $2,236+73.7% | $5,011-22.5% | $2,270+71.1% |
| Participant deferral / active EE | $7,496 | $2,567+192.0% | $5,202+44.1% | $3,740+100.4% |
| Admin fee / account holder | $754 | $400+88.2% | $13,987-94.6% | $513+46.9% |