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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,979 | $102,661-10.4% | $151,639-39.3% | $66,938+37.4% |
| Participation rate | 82.7% | 85.5%-2.9pp | 87.5%-4.8pp | 69.8%+12.9pp |
| Annual return | -17.90% | -10.81%-7.1pp | 3.34%-21.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,127 | $4,184-1.4% | $6,165-33.1% | $2,545+62.2% |
| Participant deferral / active EE | $5,543 | $6,645-16.6% | $8,363-33.7% | $4,238+30.8% |
| Admin fee / account holder | $431 | $630-31.7% | $11,613-96.3% | $594-27.4% |