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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $48,797 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579,203 | $50,919+1037.5% | $155,556+272.3% | $77,762+644.8% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 11.12% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.1pp |
| Employer contribution / active EE | $1,472 | $1,991-26.1% | $4,675-68.5% | $2,728-46.0% |
| Participant deferral / active EE | $1,713 | $2,824-39.3% | $5,631-69.6% | $4,651-63.2% |
| Admin fee / account holder | $3,353 | $437+667.6% | $15,885-78.9% | $433+674.5% |