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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $242 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,149 | $73,102+15.1% | $123,549-31.9% | $56,287+49.5% |
| Participation rate | 75.3% | 74.3%+1.0pp | 82.3%-7.0pp | 69.9%+5.5pp |
| Annual return | -6.89% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,885 | $5,423-9.9% | $6,426-24.0% | $3,350+45.8% |
| Admin fee / account holder | $557 | $554+0.7% | $9,284-94.0% | $521+7.0% |