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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $42,873 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $27,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,564 | $65,092+74.5% | $143,799-21.0% | $66,938+69.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.96% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,701 | $2,362+183.8% | $4,952+35.3% | $2,545+163.3% |
| Participant deferral / active EE | $4,833 | $2,920+65.5% | $5,638-14.3% | $4,238+14.0% |
| Admin fee / account holder | $780 | $502+55.2% | $14,677-94.7% | $594+31.4% |