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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $75,714 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,303 | $69,383+141.1% | $101,271+65.2% | $73,493+127.6% |
| Participation rate | 66.9% | 68.4%-1.4pp | 75.8%-8.9pp | 70.7%-3.7pp |
| Annual return | 16.70% | 18.46%-1.8pp | 46.48%-29.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,219 | $2,628-15.6% | $3,660-39.4% | $2,270-2.3% |
| Participant deferral / active EE | $4,715 | $3,301+42.8% | $4,371+7.9% | $3,740+26.1% |
| Admin fee / account holder | $870 | $704+23.7% | $5,948-85.4% | $513+69.6% |