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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,482 | $57,108-20.4% | $94,229-51.7% | $52,331-13.1% |
| Participation rate | 88.3% | 72.9%+15.4pp | 78.8%+9.6pp | 68.1%+20.2pp |
| Annual return | -2.36% | 1.47%-3.8pp | 10.68%-13.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $3,009 | $1,735+73.4% | $3,587-16.1% | $1,882+59.9% |
| Participant deferral / active EE | $5,418 | $3,040+78.3% | $4,320+25.4% | $3,022+79.3% |
| Admin fee / account holder | $336 | $546-38.4% | $6,269-94.6% | $592-43.1% |